U
SFG

UBS’s STANCORP FINL GRP SFG Stock Holding History

UBS’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
Q3 		$1.44M Sell
22,707
-2,731
-11% -$173K ﹤0.01% 3222
2014
Q2 		$1.63M Sell
25,438
-28,496
-53% -$1.77M ﹤0.01% 3084
2014
Q1 		$3.6M Buy
53,934
+10,151
+23% +$670K ﹤0.01% 2183
2013
Q4 		$2.9M Buy
43,783
+36,409
+494% +$2.24M ﹤0.01% 2441
2013
Q3 		$406K Sell
7,374
-4,440
-38% -$238K ﹤0.01% 4378
2013
Q2 		$584K Buy
+11,814
New +$522K ﹤0.01% 3948

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 $55.1B AUM 45.38% 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 $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

UBS's SFG Position: Q3 2014 in Review

UBS reduced its STANCORP FINL GRP (SFG) stake by 11% in Q3 2014, selling an estimated $173K and leaving 22,707 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

UBS first reported a position in SFG in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.6M in Q1 2014. 190 funds tracked by Wall St. Rank hold SFG as of Q3 2014.

  • UBS held 22,707 shares of STANCORP FINL GRP worth $1.44M as of Q3 2014.
  • UBS sold 2,731 STANCORP FINL GRP shares in Q3 2014, an estimated $173K.
  • STANCORP FINL GRP made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3222 holding.
  • UBS first reported a position in STANCORP FINL GRP in Q2 2013 and has held it in 6 quarters since.
  • UBS's STANCORP FINL GRP position peaked at $3.6M in Q1 2014.
  • 190 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.