Bogle Investment Management’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Bogle Investment Management’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 Q4	–	Sell	-112,836	Closed	-$2.63M	–	469
2014 Q3	$2.63M	Hold	112,836	–	–	0.17%	142
2014 Q2	$2.56M	Hold	112,836	–	–	0.17%	154
2014 Q1	$2.24M	Buy	112,836 +22,446	+25%	+$434K	0.15%	198
2013 Q4	$1.71M	Buy	+90,390	New	+$1.68M	0.14%	189

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 New York $145B AUM 34.61% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bogle Investment Management's SYA Position: Q4 2014 in Review

Bogle Investment Management sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q4 2014, closing a stake of 112,836 shares — an estimated $2.63M sold.

Bogle Investment Management first reported a position in SYA in Q4 2013 and held it in 4 quarters. The position peaked at $2.63M in Q3 2014. 176 funds tracked by Wall St. Rank hold SYA as of Q4 2014.

Bogle Investment Management reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q4 2014 after selling out during the quarter.
Bogle Investment Management sold 112,836 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q4 2014, an estimated $2.63M.
Bogle Investment Management first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q4 2013 and held it in 4 quarters.
Bogle Investment Management's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $2.63M in Q3 2014.
176 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q4 2014.

Based on Bogle Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.