SFM
FFG

Systematic Financial Management’s FBL Financial Group FFG Stock Holding History

Systematic Financial Management’s Portfolio FFG Stock Details FFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-34,596
Closed -$1.5M – 714
2013
Q2 		$1.5M Buy
+34,596
New +$1.4M 0.01% 421

Other funds holding FFG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Systematic Financial Management's FFG Position: Q3 2013 in Review

Systematic Financial Management sold out of FBL Financial Group (FFG) in Q3 2013, closing a stake of 34,596 shares — an estimated $1.5M sold.

Systematic Financial Management first reported a position in FFG in Q2 2013 and held it in 1 quarter. The position peaked at $1.5M in Q2 2013. 99 funds tracked by Wall St. Rank hold FFG as of Q3 2013.

  • Systematic Financial Management reported no remaining FBL Financial Group position as of Q3 2013 after selling out during the quarter.
  • Systematic Financial Management sold 34,596 FBL Financial Group shares in Q3 2013, an estimated $1.5M.
  • Systematic Financial Management first reported a position in FBL Financial Group in Q2 2013 and held it in 1 quarter.
  • Systematic Financial Management's FBL Financial Group position peaked at $1.5M in Q2 2013.
  • 99 funds tracked by Wall St. Rank held FBL Financial Group as of Q3 2013.

Based on Systematic Financial Management's 13F filing for Q3 2013, filed 12 Nov 2013.