BRWA
SYA

B. Riley Wealth Advisors’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-18
Closed – – 2569
2014
Q4 		$0 Buy
+18
New +$410 ﹤0.01% 3827
2014
Q3 		– Sell
-18
Closed -$417 – 2368
2014
Q2 		$417 Buy
+18
New +$377 ﹤0.01% 2341

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 $145B AUM 34.61% 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 $95.5B AUM 28.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

B. Riley Wealth Advisors's SYA Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q1 2015, closing a stake of 18 shares.

B. Riley Wealth Advisors first reported a position in SYA in Q2 2014 and held it in 2 quarters. The position peaked at $417 in Q2 2014. 176 funds tracked by Wall St. Rank hold SYA as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 18 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $417 in Q2 2014.
  • 176 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.