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Stancorp Investment Advisers’s iShares S&P 100 ETF OEF Stock Holding History

Stancorp Investment Advisers’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$119K Hold
1,315
– – 0.06% 197
2014
Q4 		$120K Buy
+1,315
New +$118K 0.05% 199

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

Stancorp Investment Advisers's OEF Position: Q1 2015 in Review

Stancorp Investment Advisers held its iShares S&P 100 ETF (OEF) position steady in Q1 2015 at 1,315 shares worth $119K. The position accounts for 0.06% of the portfolio, ranked #197.

Stancorp Investment Advisers first reported a position in OEF in Q4 2014 and has held it in 2 quarters since. The position peaked at $120K in Q4 2014. 233 funds tracked by Wall St. Rank hold OEF as of Q1 2015.

  • Stancorp Investment Advisers held 1,315 shares of iShares S&P 100 ETF worth $119K as of Q1 2015.
  • Stancorp Investment Advisers left its iShares S&P 100 ETF share count unchanged in Q1 2015.
  • iShares S&P 100 ETF made up 0.06% of Stancorp Investment Advisers's portfolio in Q1 2015, its #197 holding.
  • Stancorp Investment Advisers first reported a position in iShares S&P 100 ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's iShares S&P 100 ETF position peaked at $120K in Q4 2014.
  • 233 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.