UCFA
SFG

United Capital Financial Advisors’s STANCORP FINL GRP SFG Stock Holding History

United Capital Financial 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
2016
Q1 		– Sell
-23,542
Closed -$2.68M – 1318
2015
Q4 		$2.68M Buy
23,542
+7,515
+47% +$858K 0.03% 489
2015
Q3 		$1.83M Buy
+16,027
New +$1.68M 0.02% 543

United Capital Financial Advisors's SFG Position: Q1 2016 in Review

United Capital Financial Advisors sold out of STANCORP FINL GRP (SFG) in Q1 2016, closing a stake of 23,542 shares — an estimated $2.68M sold.

United Capital Financial Advisors first reported a position in SFG in Q3 2015 and held it in 2 quarters. The position peaked at $2.68M in Q4 2015. 0 funds tracked by Wall St. Rank hold SFG as of Q1 2016.

  • United Capital Financial Advisors reported no remaining STANCORP FINL GRP position as of Q1 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 23,542 STANCORP FINL GRP shares in Q1 2016, an estimated $2.68M.
  • United Capital Financial Advisors first reported a position in STANCORP FINL GRP in Q3 2015 and held it in 2 quarters.
  • United Capital Financial Advisors's STANCORP FINL GRP position peaked at $2.68M in Q4 2015.
  • 0 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.