Creative Planning
SYA

Creative Planning’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Creative Planning’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
-500
Closed -$12K – 4579
2014
Q4 		$12K Buy
500
+250
+100% +$5.69K ﹤0.01% 3043
2014
Q3 		$6K Buy
+250
New +$5.83K ﹤0.01% 3246

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

Creative Planning's SYA Position: Q1 2015 in Review

Creative Planning sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q1 2015, closing a stake of 500 shares — an estimated $12K sold.

Creative Planning first reported a position in SYA in Q3 2014 and held it in 2 quarters. The position peaked at $12K in Q4 2014. 176 funds tracked by Wall St. Rank hold SYA as of Q1 2015.

  • Creative Planning reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q1 2015 after selling out during the quarter.
  • Creative Planning sold 500 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q1 2015, an estimated $12K.
  • Creative Planning first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q3 2014 and held it in 2 quarters.
  • Creative Planning's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $12K in Q4 2014.
  • 176 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.