ZIM
SFG

Zacks Investment Management’s STANCORP FINL GRP SFG Stock Holding History

Zacks Investment 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
2015
Q3 		– Sell
-5,771
Closed -$436K – 741
2015
Q2 		$436K Buy
+5,771
New +$425K 0.01% 462
2015
Q1 		– Sell
-3,252
Closed -$227K – 777
2014
Q4 		$227K Buy
+3,252
New +$217K 0.01% 570
2014
Q2 		– Sell
-8,536
Closed -$570K – 821
2014
Q1 		$570K Sell
8,536
-6,716
-44% -$443K 0.02% 363
2013
Q4 		$1.01M Buy
15,252
+2,224
+17% +$137K 0.04% 242
2013
Q3 		$717K Buy
13,028
+261
+2% +$14K 0.03% 268
2013
Q2 		$631K Buy
+12,767
New +$564K 0.03% 275

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

Zacks Investment Management's SFG Position: Q3 2015 in Review

Zacks Investment Management sold out of STANCORP FINL GRP (SFG) in Q3 2015, closing a stake of 5,771 shares — an estimated $436K sold.

Zacks Investment Management first reported a position in SFG in Q2 2013 and held it in 6 quarters. The position peaked at $1.01M in Q4 2013. 224 funds tracked by Wall St. Rank hold SFG as of Q3 2015.

  • Zacks Investment Management reported no remaining STANCORP FINL GRP position as of Q3 2015 after selling out during the quarter.
  • Zacks Investment Management sold 5,771 STANCORP FINL GRP shares in Q3 2015, an estimated $436K.
  • Zacks Investment Management first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 6 quarters.
  • Zacks Investment Management's STANCORP FINL GRP position peaked at $1.01M in Q4 2013.
  • 224 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q3 2015.

Based on Zacks Investment Management's 13F filing for Q3 2015, filed 12 Nov 2015.