W
SFG

Wealthfront’s STANCORP FINL GRP SFG Stock Holding History

Wealthfront’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
Q4 		– Sell
-439
Closed -$50K – 1337
2015
Q3 		$50K Buy
439
+262
+148% +$27.4K ﹤0.01% 519
2015
Q2 		$13K Buy
177
+152
+608% +$11.2K ﹤0.01% 774
2015
Q1 		$2K Buy
25
+24
+2,400% +$1.6K ﹤0.01% 1064
2014
Q4 		$0 Buy
+1
New +$67 ﹤0.01% 1160

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Wealthfront's SFG Position: Q4 2015 in Review

Wealthfront sold out of STANCORP FINL GRP (SFG) in Q4 2015, closing a stake of 439 shares — an estimated $50K sold.

Wealthfront first reported a position in SFG in Q4 2014 and held it in 4 quarters. The position peaked at $50K in Q3 2015. 219 funds tracked by Wall St. Rank hold SFG as of Q4 2015.

  • Wealthfront reported no remaining STANCORP FINL GRP position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 439 STANCORP FINL GRP shares in Q4 2015, an estimated $50K.
  • Wealthfront first reported a position in STANCORP FINL GRP in Q4 2014 and held it in 4 quarters.
  • Wealthfront's STANCORP FINL GRP position peaked at $50K in Q3 2015.
  • 219 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.