First Trust Advisors
SYA

First Trust Advisors’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

First Trust Advisors’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
-45,824
Closed -$869K – 2358
2013
Q4 		$869K Buy
45,824
+22,726
+98% +$423K ﹤0.01% 1693
2013
Q3 		$412K Buy
23,098
+9,463
+69% +$169K ﹤0.01% 1985
2013
Q2 		$218K Buy
+13,635
New +$191K ﹤0.01% 2137

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

First Trust Advisors's SYA Position: Q1 2014 in Review

First Trust Advisors sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q1 2014, closing a stake of 45,824 shares — an estimated $869K sold.

First Trust Advisors first reported a position in SYA in Q2 2013 and held it in 3 quarters. The position peaked at $869K in Q4 2013. 183 funds tracked by Wall St. Rank hold SYA as of Q1 2014.

  • First Trust Advisors reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q1 2014 after selling out during the quarter.
  • First Trust Advisors sold 45,824 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q1 2014, an estimated $869K.
  • First Trust Advisors first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2013 and held it in 3 quarters.
  • First Trust Advisors's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $869K in Q4 2013.
  • 183 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q1 2014.

Based on First Trust Advisors's 13F filing for Q1 2014, filed 12 May 2014.