Tarbox Family Office’s STANCORP FINL GRP SFG Stock Holding History

Tarbox Family Office’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
2014 Q4	–	Sell	-6	Closed	–	–	603
2014 Q3	$0	Buy	+6	New	+$380	﹤0.01%	592

Other funds holding SFG

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

RIM

RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

Tarbox Family Office's SFG Position: Q4 2014 in Review

Tarbox Family Office sold out of STANCORP FINL GRP (SFG) in Q4 2014, closing a stake of 6 shares.

Tarbox Family Office first reported a position in SFG in Q3 2014 and held it in 1 quarter. The position peaked at $0 in Q3 2014. 194 funds tracked by Wall St. Rank hold SFG as of Q4 2014.

Tarbox Family Office reported no remaining STANCORP FINL GRP position as of Q4 2014 after selling out during the quarter.
Tarbox Family Office sold 6 STANCORP FINL GRP shares in Q4 2014.
Tarbox Family Office first reported a position in STANCORP FINL GRP in Q3 2014 and held it in 1 quarter.
Tarbox Family Office's STANCORP FINL GRP position peaked at $0 in Q3 2014.
194 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2014.

Based on Tarbox Family Office's 13F filing for Q4 2014, filed 21 Jan 2015.