TWA
SFG

TCI Wealth Advisors’s STANCORP FINL GRP SFG Stock Holding History

TCI Wealth Advisors’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
-1,100
Closed -$83K – 1058
2015
Q2 		$83K Hold
1,100
– – 0.05% 213
2015
Q1 		$75K Hold
1,100
– – 0.05% 204
2014
Q4 		$77K Sell
1,100
-34
-3% -$2.27K 0.05% 204
2014
Q3 		$72K Hold
1,134
– – 0.05% 203
2014
Q2 		$73K Hold
1,134
– – 0.04% 211
2014
Q1 		$76K Hold
1,134
– – 0.05% 192
2013
Q4 		$75K Hold
1,134
– – 0.05% 199
2013
Q3 		$62K Hold
1,134
– – 0.05% 197
2013
Q2 		$56K Buy
+1,134
New +$50.1K 0.04% 209

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 $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's SFG Position: Q3 2015 in Review

TCI Wealth Advisors sold out of STANCORP FINL GRP (SFG) in Q3 2015, closing a stake of 1,100 shares — an estimated $83K sold.

TCI Wealth Advisors first reported a position in SFG in Q2 2013 and held it in 9 quarters. The position peaked at $83K in Q2 2015. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

  • TCI Wealth Advisors reported no remaining STANCORP FINL GRP position as of Q3 2015 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,100 STANCORP FINL GRP shares in Q3 2015, an estimated $83K.
  • TCI Wealth Advisors first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 9 quarters.
  • TCI Wealth Advisors's STANCORP FINL GRP position peaked at $83K in Q2 2015.
  • 224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on TCI Wealth Advisors's 13F filing for Q3 2015, filed 2 Nov 2015.