We are live on ! Find out more
SG

Standard General Portfolio holdings

AUM $336M
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
+57.23%
1 Year Est. Return
-16.52%
3 Year Est. Return
+111.79%
5 Year Est. Return
-4.13%
10 Year Est. Return
+163.7%
AUM
$615M
AUM Growth
–
Cap. Flow
+$493M
Cap. Flow %
80.19%
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MEG
Media General, Inc
MEG
+$458M
2
RSH
RADIOSHACK CORP
RSH
+$14.5M
3
S
Sprint Corporation
S
+$14.1M
4
PNX
PHOENIX COMPANIES INC. NEW
PNX
+$6.56M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Communication Services 93.21%
2 Consumer Discretionary 2.11%
3 Financials 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MEG
1
DELISTED
Media General, Inc
MEG
$573M 93.21%
+26,698,209
New +$458M
S
2
DELISTED
Sprint Corporation
S
$20.1M 3.27%
+1,869,064
New +$14.1M
RSH
3
DELISTED
RADIOSHACK CORP
RSH
$12.9M 2.11%
+4,978,928
New +$14.5M
PNX
4
DELISTED
PHOENIX COMPANIES INC. NEW
PNX
$8.7M 1.41%
+141,625
New +$6.56M

Similar funds

TH
Team Hewins Redwood City, California $337M AUM 24.42% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
LFP
Leeward Financial Partners Bellevue, Washington $336M AUM 20.94% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
S
Sanofi Paris, France $336M AUM 126.85% 1-Year Est. Return

Standard General's Q4 2013 Portfolio in Review

Q4 2013 is the first quarter with a 13F filing on record for Standard General, which disclosed 4 positions worth $615M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Media General, Inc: 26,698,209 shares worth $573M.

By sector, the portfolio is most concentrated in Communication Services at 93% of assets, followed by Consumer Discretionary and Financials.

  • Standard General's largest Q4 2013 buy was Media General, Inc: 26,698,209 shares worth $573M.
  • Standard General's ten largest holdings make up 100% of its $615M portfolio in Q4 2013.
  • Standard General disclosed 4 positions in Q4 2013, its first 13F filing on record.

Based on Standard General's 13F filing for Q4 2013, filed 14 Feb 2014.