Schroder Investment Management Group
SFG

Schroder Investment Management Group’s STANCORP FINL GRP SFG Stock Holding History

Schroder Investment Management Group’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
-800
Closed -$61K – 1260
2015
Q2 		$61K Hold
800
– – ﹤0.01% 1107
2015
Q1 		$54K Hold
800
– – ﹤0.01% 1138
2014
Q4 		$56K Sell
800
-6,400
-89% -$427K ﹤0.01% 1198
2014
Q3 		$455K Sell
7,200
-7,700
-52% -$488K ﹤0.01% 1105
2014
Q2 		$954K Sell
14,900
-277,735
-95% -$17.3M ﹤0.01% 987
2014
Q1 		$19.5M Buy
292,635
+11,100
+4% +$732K 0.02% 492
2013
Q4 		$18.7M Sell
281,535
-16,700
-6% -$1.03M 0.02% 500
2013
Q3 		$16.4M Sell
298,235
-711,459
-70% -$38.1M 0.04% 492
2013
Q2 		$49.9M Buy
+1,009,694
New +$44.6M 0.13% 193

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

Schroder Investment Management Group's SFG Position: Q3 2015 in Review

Schroder Investment Management Group sold out of STANCORP FINL GRP (SFG) in Q3 2015, closing a stake of 800 shares — an estimated $61K sold.

Schroder Investment Management Group first reported a position in SFG in Q2 2013 and held it in 9 quarters. The position peaked at $49.9M in Q2 2013. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

  • Schroder Investment Management Group reported no remaining STANCORP FINL GRP position as of Q3 2015 after selling out during the quarter.
  • Schroder Investment Management Group sold 800 STANCORP FINL GRP shares in Q3 2015, an estimated $61K.
  • Schroder Investment Management Group first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 9 quarters.
  • Schroder Investment Management Group's STANCORP FINL GRP position peaked at $49.9M in Q2 2013.
  • 224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

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