DWT
SYA

Dorsey & Whitney Trust’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Dorsey & Whitney Trust’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
Q1 		– Sell
-19,440
Closed -$369K – 276
2013
Q4 		$369K Sell
19,440
-2,725
-12% -$50.7K 0.1% 165
2013
Q3 		$395K Sell
22,165
-3,425
-13% -$61K 0.12% 148
2013
Q2 		$409K Buy
+25,590
New +$358K 0.14% 129

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Dorsey & Whitney Trust's SYA Position: Q1 2014 in Review

Dorsey & Whitney Trust sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q1 2014, closing a stake of 19,440 shares — an estimated $369K sold.

Dorsey & Whitney Trust first reported a position in SYA in Q2 2013 and held it in 3 quarters. The position peaked at $409K in Q2 2013. 183 funds tracked by Wall St. Rank hold SYA as of Q1 2014.

  • Dorsey & Whitney Trust reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q1 2014 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 19,440 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q1 2014, an estimated $369K.
  • Dorsey & Whitney Trust first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2013 and held it in 3 quarters.
  • Dorsey & Whitney Trust's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $409K in Q2 2013.
  • 183 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q1 2014.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2014, filed 13 May 2014.