STC
SFG

SEI Trust Company’s STANCORP FINL GRP SFG Stock Holding History

SEI Trust Company’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
Q3 		$757K Hold
11,975
– – 0.01% 987
2014
Q2 		$766K Sell
11,975
-608
-5% -$37.8K 0.01% 979
2014
Q1 		$841K Sell
12,583
-4,417
-26% -$291K 0.01% 963
2013
Q4 		$1.13M Hold
17,000
– – 0.01% 906
2013
Q3 		$935K Buy
+17,000
New +$911K 0.01% 890

Other funds holding SFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $46.4B AUM 27.74% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SEI Trust Company's SFG Position: Q3 2014 in Review

SEI Trust Company held its STANCORP FINL GRP (SFG) position steady in Q3 2014 at 11,975 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #987.

SEI Trust Company first reported a position in SFG in Q3 2013 and has held it in 5 quarters since. The position peaked at $1.13M in Q4 2013. 190 funds tracked by Wall St. Rank hold SFG as of Q3 2014.

  • SEI Trust Company held 11,975 shares of STANCORP FINL GRP worth $757K as of Q3 2014.
  • SEI Trust Company left its STANCORP FINL GRP share count unchanged in Q3 2014.
  • STANCORP FINL GRP made up 0.01% of SEI Trust Company's portfolio in Q3 2014, its #987 holding.
  • SEI Trust Company first reported a position in STANCORP FINL GRP in Q3 2013 and has held it in 5 quarters since.
  • SEI Trust Company's STANCORP FINL GRP position peaked at $1.13M in Q4 2013.
  • 190 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2014.

Based on SEI Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.