RIM
SFG

RS Investment Management’s STANCORP FINL GRP SFG Stock Holding History

RS Investment Management’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
-959,713
Closed -$72.6M – 414
2015
Q2 		$72.6M Sell
959,713
-18,060
-2% -$1.33M 0.62% 46
2015
Q1 		$67.1M Sell
977,773
-203,989
-17% -$13.6M 0.6% 46
2014
Q4 		$82.6M Sell
1,181,762
-351,722
-23% -$23.5M 0.74% 31
2014
Q3 		$96.9M Sell
1,533,484
-29,894
-2% -$1.89M 0.89% 20
2014
Q2 		$100M Sell
1,563,378
-96,226
-6% -$5.98M 0.84% 22
2014
Q1 		$111M Sell
1,659,604
-69,277
-4% -$4.57M 0.65% 33
2013
Q4 		$115M Sell
1,728,881
-419,010
-20% -$25.8M 0.7% 35
2013
Q3 		$118M Sell
2,147,891
-185,079
-8% -$9.91M 0.77% 27
2013
Q2 		$115M Buy
+2,332,970
New +$103M 0.83% 26

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 $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RS Investment Management's SFG Position: Q3 2015 in Review

RS Investment Management sold out of STANCORP FINL GRP (SFG) in Q3 2015, closing a stake of 959,713 shares — an estimated $72.6M sold.

RS Investment Management first reported a position in SFG in Q2 2013 and held it in 9 quarters. The position peaked at $118M in Q3 2013. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

  • RS Investment Management reported no remaining STANCORP FINL GRP position as of Q3 2015 after selling out during the quarter.
  • RS Investment Management sold 959,713 STANCORP FINL GRP shares in Q3 2015, an estimated $72.6M.
  • RS Investment Management first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 9 quarters.
  • RS Investment Management's STANCORP FINL GRP position peaked at $118M in Q3 2013.
  • 224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on RS Investment Management's 13F filing for Q3 2015, filed 4 Nov 2015.