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 $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 $653B AUM 32.41% 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 $1.47T 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