WCM
SFG

Winton Capital Management’s STANCORP FINL GRP SFG Stock Holding History

Winton Capital Management’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
2014
Q1 		$3.52M Buy
52,709
+6,895
+15% +$455K 0.02% 402
2013
Q4 		$3.04M Buy
45,814
+22,149
+94% +$1.37M 0.03% 418
2013
Q3 		$1.3M Buy
23,665
+11,218
+90% +$601K 0.02% 480
2013
Q2 		$615K Buy
+12,447
New +$550K 0.01% 581

Other funds holding SFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Winton Capital Management's SFG Position: Q1 2014 in Review

Winton Capital Management increased its STANCORP FINL GRP (SFG) stake by 15% in Q1 2014, buying an estimated $455K and bringing the position to 52,709 shares worth $3.52M. The position accounts for 0.02% of the portfolio, ranked #402.

Winton Capital Management first reported a position in SFG in Q2 2013 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold SFG as of Q1 2014.

  • Winton Capital Management held 52,709 shares of STANCORP FINL GRP worth $3.52M as of Q1 2014.
  • Winton Capital Management bought 6,895 STANCORP FINL GRP shares in Q1 2014, an estimated $455K.
  • STANCORP FINL GRP made up 0.02% of Winton Capital Management's portfolio in Q1 2014, its #402 holding.
  • Winton Capital Management first reported a position in STANCORP FINL GRP in Q2 2013 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.