ACS
SYA

Archford Capital Strategies’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Archford Capital Strategies’s Portfolio SYA Stock Details SYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-495
Closed -$11.3K – 878
2014
Q2 		$11.3K Hold
495
– – 0.01% 382
2014
Q1 		$9.81K Buy
+495
New +$9.56K 0.01% 422

Other funds holding SYA

NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Archford Capital Strategies's SYA Position: Q3 2014 in Review

Archford Capital Strategies sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q3 2014, closing a stake of 495 shares — an estimated $11.3K sold.

Archford Capital Strategies first reported a position in SYA in Q1 2014 and held it in 2 quarters. The position peaked at $11.3K in Q2 2014. 184 funds tracked by Wall St. Rank hold SYA as of Q3 2014.

  • Archford Capital Strategies reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 495 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q3 2014, an estimated $11.3K.
  • Archford Capital Strategies first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $11.3K in Q2 2014.
  • 184 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.