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

Heartland 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
2015 Q3	–	Sell	-623,077	Closed	-$15.1M	–	249
2015 Q2	$15.1M	Sell	623,077 -4,478	-0.7%	-$109K	0.42%	85
2015 Q1	$14.7M	Buy	627,555 +324,065	+107%	+$7.25M	0.37%	95
2014 Q4	$7M	Buy	303,490 +32,244	+12%	+$734K	0.14%	164
2014 Q3	$6.33M	Sell	271,246 -12,019	-4%	-$280K	0.12%	176
2014 Q2	$6.44M	Buy	283,265 +1,933	+0.7%	+$40.5K	0.11%	172
2014 Q1	$5.58M	Sell	281,332 -23,067	-8%	-$446K	0.1%	184
2013 Q4	$5.77M	Sell	304,399 -5,730	-2%	-$107K	0.1%	189
2013 Q3	$5.53M	Sell	310,129 -2,544	-0.8%	-$45.3K	0.1%	182
2013 Q2	$5M	Buy	+312,673	New	+$4.37M	0.09%	189

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

Heartland Advisors's SYA Position: Q3 2015 in Review

Heartland Advisors sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q3 2015, closing a stake of 623,077 shares — an estimated $15.1M sold.

Heartland Advisors first reported a position in SYA in Q2 2013 and held it in 9 quarters. The position peaked at $15.1M in Q2 2015. 174 funds tracked by Wall St. Rank hold SYA as of Q3 2015.

Heartland Advisors reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q3 2015 after selling out during the quarter.
Heartland Advisors sold 623,077 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q3 2015, an estimated $15.1M.
Heartland Advisors first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2013 and held it in 9 quarters.
Heartland Advisors's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $15.1M in Q2 2015.
174 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q3 2015.

Based on Heartland Advisors's 13F filing for Q3 2015, filed 4 Nov 2015.