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

BRC 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	-26,141	Closed	-$610K	–	158
2014 Q3	$610K	Sell	26,141 -112	-0.4%	-$2.61K	0.09%	58
2014 Q2	$597K	Sell	26,253 -408	-2%	-$8.55K	0.09%	75
2014 Q1	$528K	Sell	26,661 -46	-0.2%	-$889	0.08%	96
2013 Q4	$506K	Buy	26,707 +190	+0.7%	+$3.53K	0.08%	96
2013 Q3	$473K	Buy	+26,517	New	+$473K	0.07%	91

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

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

BRC Investment Management sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q4 2014, closing a stake of 26,141 shares — an estimated $610K sold.

BRC Investment Management first reported a position in SYA in Q3 2013 and held it in 5 quarters. The position peaked at $610K in Q3 2014. 176 funds tracked by Wall St. Rank hold SYA as of Q4 2014.

BRC Investment Management reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q4 2014 after selling out during the quarter.
BRC Investment Management sold 26,141 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q4 2014, an estimated $610K.
BRC Investment Management first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q3 2013 and held it in 5 quarters.
BRC Investment Management's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $610K in Q3 2014.
176 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q4 2014.

Based on BRC Investment Management's 13F filing for Q4 2014, filed 26 Jan 2015.