WBC
SFG

Westpac Banking Corp’s STANCORP FINL GRP SFG Stock Holding History

Westpac Banking Corp’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
Q3 		– Sell
-11,000
Closed -$832K – 907
2015
Q2 		$832K Hold
11,000
– – 0.01% 502
2015
Q1 		$755K Hold
11,000
– – 0.01% 662
2014
Q4 		$768K Hold
11,000
– – 0.01% 653
2014
Q3 		$695K Hold
11,000
– – 0.01% 677
2014
Q2 		$704K Sell
11,000
-8,245
-43% -$512K 0.01% 677
2014
Q1 		$1.29M Sell
19,245
-35,200
-65% -$2.32M 0.01% 527
2013
Q4 		$3.61M Sell
54,445
-13,900
-20% -$857K 0.04% 357
2013
Q3 		$3.76M Sell
68,345
-20,500
-23% -$1.1M 0.05% 337
2013
Q2 		$3.8M Buy
+88,845
New +$3.93M 0.06% 312

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westpac Banking Corp's SFG Position: Q3 2015 in Review

Westpac Banking Corp sold out of STANCORP FINL GRP (SFG) in Q3 2015, closing a stake of 11,000 shares — an estimated $832K sold.

Westpac Banking Corp first reported a position in SFG in Q2 2013 and held it in 9 quarters. The position peaked at $3.8M in Q2 2013. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

  • Westpac Banking Corp reported no remaining STANCORP FINL GRP position as of Q3 2015 after selling out during the quarter.
  • Westpac Banking Corp sold 11,000 STANCORP FINL GRP shares in Q3 2015, an estimated $832K.
  • Westpac Banking Corp first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 9 quarters.
  • Westpac Banking Corp's STANCORP FINL GRP position peaked at $3.8M in Q2 2013.
  • 224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on Westpac Banking Corp's 13F filing for Q3 2015, filed 12 Nov 2015.