First Citizens Bank & Trust’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

First Citizens Bank & 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
2015 Q3	–	Sell	-53,916	Closed	-$1.3M	–	462
2015 Q2	$1.3M	Buy	53,916 +4,008	+8%	+$97.7K	0.09%	176
2015 Q1	$1.17M	Buy	49,908 +14,614	+41%	+$327K	0.08%	180
2014 Q4	$814K	Buy	35,294 +61	+0.2%	+$1.39K	0.06%	198
2014 Q3	$822K	Buy	35,233 +1,816	+5%	+$42.3K	0.07%	178
2014 Q2	$760K	Buy	33,417 +104	+0.3%	+$2.18K	0.06%	194
2014 Q1	$660K	Buy	+33,313	New	+$644K	0.06%	214

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

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

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

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

WIC

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

First Citizens Bank & Trust's SYA Position: Q3 2015 in Review

First Citizens Bank & Trust sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q3 2015, closing a stake of 53,916 shares — an estimated $1.3M sold.

First Citizens Bank & Trust first reported a position in SYA in Q1 2014 and held it in 6 quarters. The position peaked at $1.3M in Q2 2015. 174 funds tracked by Wall St. Rank hold SYA as of Q3 2015.

First Citizens Bank & Trust reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q3 2015 after selling out during the quarter.
First Citizens Bank & Trust sold 53,916 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q3 2015, an estimated $1.3M.
First Citizens Bank & Trust first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q1 2014 and held it in 6 quarters.
First Citizens Bank & Trust's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $1.3M in Q2 2015.
174 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q3 2015.

Based on First Citizens Bank & Trust's 13F filing for Q3 2015, filed 3 Nov 2015.