WA
SFG

WFG Advisors’s STANCORP FINL GRP SFG Stock Holding History

WFG 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
2015
Q1 		– Sell
-66
Closed -$5K – 2214
2014
Q4 		$5K Hold
66
– – ﹤0.01% 1667
2014
Q3 		$4K Hold
66
– – ﹤0.01% 1748
2014
Q2 		$4K Hold
66
– – ﹤0.01% 1726
2014
Q1 		$4K Hold
66
– – ﹤0.01% 1698
2013
Q4 		$4K Hold
66
– – ﹤0.01% 1836
2013
Q3 		$4K Hold
66
– – ﹤0.01% 1813
2013
Q2 		$3K Buy
+66
New +$2.92K ﹤0.01% 1815

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's SFG Position: Q1 2015 in Review

WFG Advisors sold out of STANCORP FINL GRP (SFG) in Q1 2015, closing a stake of 66 shares — an estimated $5K sold.

WFG Advisors first reported a position in SFG in Q2 2013 and held it in 7 quarters. The position peaked at $5K in Q4 2014. 188 funds tracked by Wall St. Rank hold SFG as of Q1 2015.

  • WFG Advisors reported no remaining STANCORP FINL GRP position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 66 STANCORP FINL GRP shares in Q1 2015, an estimated $5K.
  • WFG Advisors first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's STANCORP FINL GRP position peaked at $5K in Q4 2014.
  • 188 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.