PRS
SFG

Pinkerton Retirement Specialists’s STANCORP FINL GRP SFG Stock Holding History

Pinkerton Retirement Specialists’s Portfolio SFG Stock Details SFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-28
Closed -$2K – 218
2015
Q2 		$2K Buy
+28
New +$2.06K ﹤0.01% 203

Other funds holding SFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinkerton Retirement Specialists's SFG Position: Q3 2015 in Review

Pinkerton Retirement Specialists sold out of STANCORP FINL GRP (SFG) in Q3 2015, closing a stake of 28 shares — an estimated $2K sold.

Pinkerton Retirement Specialists first reported a position in SFG in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

  • Pinkerton Retirement Specialists reported no remaining STANCORP FINL GRP position as of Q3 2015 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 28 STANCORP FINL GRP shares in Q3 2015, an estimated $2K.
  • Pinkerton Retirement Specialists first reported a position in STANCORP FINL GRP in Q2 2015 and held it in 1 quarter.
  • Pinkerton Retirement Specialists's STANCORP FINL GRP position peaked at $2K in Q2 2015.
  • 224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on Pinkerton Retirement Specialists's 13F filing for Q3 2015, filed 16 May 2016.