SIS
SFG

Sandell Investment Services’s STANCORP FINL GRP SFG Stock Holding History

Sandell Investment Services’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
Q4 		$955K Sell
8,388
-4,012
-32% -$458K 4.11% 13
2015
Q3 		$1.42M Buy
+12,400
New +$1.3M 0.83% 15

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Sandell Investment Services's SFG Position: Q4 2015 in Review

Sandell Investment Services reduced its STANCORP FINL GRP (SFG) stake by 32% in Q4 2015, selling an estimated $458K and leaving 8,388 shares worth $955K. The position accounts for 4.11% of the portfolio, ranked #13.

Sandell Investment Services first reported a position in SFG in Q3 2015 and has held it in 2 quarters since. The position peaked at $1.42M in Q3 2015. 219 funds tracked by Wall St. Rank hold SFG as of Q4 2015.

  • Sandell Investment Services held 8,388 shares of STANCORP FINL GRP worth $955K as of Q4 2015.
  • Sandell Investment Services sold 4,012 STANCORP FINL GRP shares in Q4 2015, an estimated $458K.
  • STANCORP FINL GRP made up 4.11% of Sandell Investment Services's portfolio in Q4 2015, its #13 holding.
  • Sandell Investment Services first reported a position in STANCORP FINL GRP in Q3 2015 and has held it in 2 quarters since.
  • Sandell Investment Services's STANCORP FINL GRP position peaked at $1.42M in Q3 2015.
  • 219 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2015.

Based on Sandell Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.