Whittier Trust’s STANCORP FINL GRP SFG Stock Holding History

Whittier Trust’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	-208	Closed	-$24K	–	1279
2015 Q3	$24K	Hold	208	–	–	﹤0.01%	838
2015 Q2	$16K	Hold	208	–	–	﹤0.01%	953
2015 Q1	$14K	Hold	208	–	–	﹤0.01%	961
2014 Q4	$15K	Hold	208	–	–	﹤0.01%	833
2014 Q3	$13K	Hold	208	–	–	﹤0.01%	835
2014 Q2	$13K	Hold	208	–	–	﹤0.01%	835
2014 Q1	$14K	Hold	208	–	–	﹤0.01%	851
2013 Q4	$14K	Hold	208	–	–	﹤0.01%	858
2013 Q3	$11K	Hold	208	–	–	﹤0.01%	888
2013 Q2	$10K	Buy	+208	New	+$9.19K	﹤0.01%	896

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Whittier Trust's SFG Position: Q4 2015 in Review

Whittier Trust sold out of STANCORP FINL GRP (SFG) in Q4 2015, closing a stake of 208 shares — an estimated $24K sold.

Whittier Trust first reported a position in SFG in Q2 2013 and held it in 10 quarters. The position peaked at $24K in Q3 2015. 219 funds tracked by Wall St. Rank hold SFG as of Q4 2015.

Whittier Trust reported no remaining STANCORP FINL GRP position as of Q4 2015 after selling out during the quarter.
Whittier Trust sold 208 STANCORP FINL GRP shares in Q4 2015, an estimated $24K.
Whittier Trust first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 10 quarters.
Whittier Trust's STANCORP FINL GRP position peaked at $24K in Q3 2015.
219 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2015.

Based on Whittier Trust's 13F filing for Q4 2015, filed 10 Feb 2016.