SCA
SFG

Strategic Capital Alternatives’s STANCORP FINL GRP SFG Stock Holding History

Strategic Capital Alternatives’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 		$451K Hold
3,945
– – 0.1% 154
2015
Q2 		$298K Buy
+3,945
New +$290K 0.07% 166
2014
Q4 		– Sell
-6,840
Closed -$432K – 397
2014
Q3 		$432K Buy
+6,840
New +$433K 0.15% 102

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 $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Capital Alternatives's SFG Position: Q3 2015 in Review

Strategic Capital Alternatives held its STANCORP FINL GRP (SFG) position steady in Q3 2015 at 3,945 shares worth $451K. The position accounts for 0.1% of the portfolio, ranked #154.

Strategic Capital Alternatives first reported a position in SFG in Q3 2014 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

  • Strategic Capital Alternatives held 3,945 shares of STANCORP FINL GRP worth $451K as of Q3 2015.
  • Strategic Capital Alternatives left its STANCORP FINL GRP share count unchanged in Q3 2015.
  • STANCORP FINL GRP made up 0.1% of Strategic Capital Alternatives's portfolio in Q3 2015, its #154 holding.
  • Strategic Capital Alternatives first reported a position in STANCORP FINL GRP in Q3 2014 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.