TCM
SFG

Tradewinds Capital Management’s STANCORP FINL GRP SFG Stock Holding History

Tradewinds Capital Management’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
Q2 		– Sell
-748
Closed -$50K – 671
2014
Q1 		$50K Buy
+748
New +$49.4K 0.04% 216

Other funds holding SFG

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
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
Dimensional Fund Advisors
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 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

Tradewinds Capital Management's SFG Position: Q2 2014 in Review

Tradewinds Capital Management sold out of STANCORP FINL GRP (SFG) in Q2 2014, closing a stake of 748 shares — an estimated $50K sold.

Tradewinds Capital Management first reported a position in SFG in Q1 2014 and held it in 1 quarter. The position peaked at $50K in Q1 2014. 193 funds tracked by Wall St. Rank hold SFG as of Q2 2014.

  • Tradewinds Capital Management reported no remaining STANCORP FINL GRP position as of Q2 2014 after selling out during the quarter.
  • Tradewinds Capital Management sold 748 STANCORP FINL GRP shares in Q2 2014, an estimated $50K.
  • Tradewinds Capital Management first reported a position in STANCORP FINL GRP in Q1 2014 and held it in 1 quarter.
  • Tradewinds Capital Management's STANCORP FINL GRP position peaked at $50K in Q1 2014.
  • 193 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q2 2014.

Based on Tradewinds Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.