SSG
SFG

Summit Securities Group’s STANCORP FINL GRP SFG Stock Holding History

Summit Securities Group’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
2013
Q3 		– Sell
-100
Closed -$5K – 657
2013
Q2 		$5K Buy
+100
New +$4.42K ﹤0.01% 406

Other funds holding SFG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Summit Securities Group's SFG Position: Q3 2013 in Review

Summit Securities Group sold out of STANCORP FINL GRP (SFG) in Q3 2013, closing a stake of 100 shares — an estimated $5K sold.

Summit Securities Group first reported a position in SFG in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 201 funds tracked by Wall St. Rank hold SFG as of Q3 2013.

  • Summit Securities Group reported no remaining STANCORP FINL GRP position as of Q3 2013 after selling out during the quarter.
  • Summit Securities Group sold 100 STANCORP FINL GRP shares in Q3 2013, an estimated $5K.
  • Summit Securities Group first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 1 quarter.
  • Summit Securities Group's STANCORP FINL GRP position peaked at $5K in Q2 2013.
  • 201 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2013.

Based on Summit Securities Group's 13F filing for Q3 2013, filed 1 Nov 2013.