Stifel Financial’s STANCORP FINL GRP SFG Stock Holding History

Stifel Financial’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	-2,798	Closed	-$210K	–	2455
2015 Q2	$210K	Buy	+2,798	New	+$206K	﹤0.01%	2145
2014 Q3	–	Sell	-4,367	Closed	-$279K	–	2391
2014 Q2	$279K	Sell	4,367 -245	-5%	-$15.2K	﹤0.01%	1820
2014 Q1	$308K	Buy	+4,612	New	+$304K	﹤0.01%	1709

Other funds holding SFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial's SFG Position: Q3 2015 in Review

Stifel Financial sold out of STANCORP FINL GRP (SFG) in Q3 2015, closing a stake of 2,798 shares — an estimated $210K sold.

Stifel Financial first reported a position in SFG in Q1 2014 and held it in 3 quarters. The position peaked at $308K in Q1 2014. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

Stifel Financial reported no remaining STANCORP FINL GRP position as of Q3 2015 after selling out during the quarter.
Stifel Financial sold 2,798 STANCORP FINL GRP shares in Q3 2015, an estimated $210K.
Stifel Financial first reported a position in STANCORP FINL GRP in Q1 2014 and held it in 3 quarters.
Stifel Financial's STANCORP FINL GRP position peaked at $308K in Q1 2014.
224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on Stifel Financial's 13F filing for Q3 2015, filed 16 Nov 2015.