Wellington Management Group
SFG

Wellington Management Group’s STANCORP FINL GRP SFG Stock Holding History

Wellington Management Group’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
-110,952
Closed -$7.61M – 2291
2015
Q1 		$7.61M Sell
110,952
-178,900
-62% -$11.9M ﹤0.01% 1325
2014
Q4 		$20.2M Sell
289,852
-371,748
-56% -$24.8M 0.01% 1041
2014
Q3 		$41.8M Buy
+661,600
New +$41.9M 0.01% 786

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 $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group's SFG Position: Q2 2015 in Review

Wellington Management Group sold out of STANCORP FINL GRP (SFG) in Q2 2015, closing a stake of 110,952 shares — an estimated $7.61M sold.

Wellington Management Group first reported a position in SFG in Q3 2014 and held it in 3 quarters. The position peaked at $41.8M in Q3 2014. 191 funds tracked by Wall St. Rank hold SFG as of Q2 2015.

  • Wellington Management Group reported no remaining STANCORP FINL GRP position as of Q2 2015 after selling out during the quarter.
  • Wellington Management Group sold 110,952 STANCORP FINL GRP shares in Q2 2015, an estimated $7.61M.
  • Wellington Management Group first reported a position in STANCORP FINL GRP in Q3 2014 and held it in 3 quarters.
  • Wellington Management Group's STANCORP FINL GRP position peaked at $41.8M in Q3 2014.
  • 191 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q2 2015.

Based on Wellington Management Group's 13F filing for Q2 2015, filed 14 Aug 2015.