Veritable’s STANCORP FINL GRP SFG Stock Holding History

Veritable’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 Q2	–	Sell	-7,458	Closed	-$512K	–	929
2015 Q1	$512K	Hold	7,458	–	–	0.01%	600
2014 Q4	$521K	Hold	7,458	–	–	0.01%	592
2014 Q3	$471K	Hold	7,458	–	–	0.01%	622
2014 Q2	$477K	Hold	7,458	–	–	0.01%	618
2014 Q1	$498K	Hold	7,458	–	–	0.01%	593
2013 Q4	$494K	Hold	7,458	–	–	0.01%	594
2013 Q3	$410K	Hold	7,458	–	–	0.01%	633
2013 Q2	$368K	Buy	+7,458	New	+$330K	0.01%	660

Other funds holding SFG

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Veritable's SFG Position: Q2 2015 in Review

Veritable sold out of STANCORP FINL GRP (SFG) in Q2 2015, closing a stake of 7,458 shares — an estimated $512K sold.

Veritable first reported a position in SFG in Q2 2013 and held it in 8 quarters. The position peaked at $521K in Q4 2014. 191 funds tracked by Wall St. Rank hold SFG as of Q2 2015.

Veritable reported no remaining STANCORP FINL GRP position as of Q2 2015 after selling out during the quarter.
Veritable sold 7,458 STANCORP FINL GRP shares in Q2 2015, an estimated $512K.
Veritable first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 8 quarters.
Veritable's STANCORP FINL GRP position peaked at $521K in Q4 2014.
191 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q2 2015.

Based on Veritable's 13F filing for Q2 2015, filed 14 Aug 2015.