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

Freedom 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 Q2	–	Sell	-14,634	Closed	-$343K	–	720
2015 Q1	$343K	Sell	14,634 -748	-5%	-$16.7K	0.04%	436
2014 Q4	$355K	Buy	15,382 +195	+1%	+$4.44K	0.05%	363
2014 Q3	$354K	Buy	15,187 +629	+4%	+$14.7K	0.06%	298
2014 Q2	$331K	Sell	14,558 -537	-4%	-$11.3K	0.06%	315
2014 Q1	$299K	Buy	15,095 +1,185	+9%	+$22.9K	0.06%	294
2013 Q4	$264K	Buy	13,910 +1,199	+9%	+$22.3K	0.07%	307
2013 Q3	$227K	Buy	12,711 +550	+5%	+$9.8K	0.06%	291
2013 Q2	$194K	Buy	+12,161	New	+$170K	0.07%	286

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BIT

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

Freedom Investment Management's SYA Position: Q2 2015 in Review

Freedom Investment Management sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q2 2015, closing a stake of 14,634 shares — an estimated $343K sold.

Freedom Investment Management first reported a position in SYA in Q2 2013 and held it in 8 quarters. The position peaked at $355K in Q4 2014. 171 funds tracked by Wall St. Rank hold SYA as of Q2 2015.

Freedom Investment Management reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q2 2015 after selling out during the quarter.
Freedom Investment Management sold 14,634 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q2 2015, an estimated $343K.
Freedom Investment Management first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2013 and held it in 8 quarters.
Freedom Investment Management's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $355K in Q4 2014.
171 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q2 2015.

Based on Freedom Investment Management's 13F filing for Q2 2015, filed 5 Aug 2015.