RA
SFG

Royce & Associates’s STANCORP FINL GRP SFG Stock Holding History

Royce & Associates’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
2014
Q4 		– Sell
-4,200
Closed -$265K – 1433
2014
Q3 		$265K Sell
4,200
-3,000
-42% -$190K ﹤0.01% 1263
2014
Q2 		$461K Sell
7,200
-1,600
-18% -$99.4K ﹤0.01% 1236
2014
Q1 		$588K Hold
8,800
– – ﹤0.01% 1214
2013
Q4 		$583K Hold
8,800
– – ﹤0.01% 1226
2013
Q3 		$484K Hold
8,800
– – ﹤0.01% 1244
2013
Q2 		$435K Buy
+8,800
New +$389K ﹤0.01% 1246

Other funds holding SFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

Royce & Associates's SFG Position: Q4 2014 in Review

Royce & Associates sold out of STANCORP FINL GRP (SFG) in Q4 2014, closing a stake of 4,200 shares — an estimated $265K sold.

Royce & Associates first reported a position in SFG in Q2 2013 and held it in 6 quarters. The position peaked at $588K in Q1 2014. 194 funds tracked by Wall St. Rank hold SFG as of Q4 2014.

  • Royce & Associates reported no remaining STANCORP FINL GRP position as of Q4 2014 after selling out during the quarter.
  • Royce & Associates sold 4,200 STANCORP FINL GRP shares in Q4 2014, an estimated $265K.
  • Royce & Associates first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 6 quarters.
  • Royce & Associates's STANCORP FINL GRP position peaked at $588K in Q1 2014.
  • 194 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2014.

Based on Royce & Associates's 13F filing for Q4 2014, filed 9 Feb 2015.