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

Calvert 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
2015 Q4	–	Sell	-300,026	Closed	-$9.49M	–	764
2015 Q3	$9.49M	Sell	300,026 -38,977	-11%	-$1.11M	0.47%	53
2015 Q2	$8.19M	Buy	339,003 +35,268	+12%	+$860K	0.36%	71
2015 Q1	$7.13M	Buy	303,735 +56,046	+23%	+$1.25M	0.46%	69
2014 Q4	$5.71M	Buy	247,689 +37,775	+18%	+$859K	0.39%	84
2014 Q3	$4.9M	Buy	209,914 +103,170	+97%	+$2.4M	0.36%	89
2014 Q2	$2.43M	Buy	106,744 +3,442	+3%	+$72.1K	0.16%	120
2014 Q1	$2.05M	Buy	103,302 +6,132	+6%	+$118K	0.14%	131
2013 Q4	$1.84M	Buy	97,170 +5,324	+6%	+$99K	0.13%	133
2013 Q3	$1.64M	Buy	91,846 +25,779	+39%	+$459K	0.2%	129
2013 Q2	$1.06M	Buy	+66,067	New	+$924K	0.14%	143

Other funds holding SYA

WMIG

White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Calvert Investment Management's SYA Position: Q4 2015 in Review

Calvert Investment Management sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q4 2015, closing a stake of 300,026 shares — an estimated $9.49M sold.

Calvert Investment Management first reported a position in SYA in Q2 2013 and held it in 10 quarters. The position peaked at $9.49M in Q3 2015. 165 funds tracked by Wall St. Rank hold SYA as of Q4 2015.

Calvert Investment Management reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q4 2015 after selling out during the quarter.
Calvert Investment Management sold 300,026 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q4 2015, an estimated $9.49M.
Calvert Investment Management first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2013 and held it in 10 quarters.
Calvert Investment Management's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $9.49M in Q3 2015.
165 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q4 2015.

Based on Calvert Investment Management's 13F filing for Q4 2015, filed 11 Feb 2016.