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

Hillsdale 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
2014 Q3	–	Sell	-34,550	Closed	-$786K	–	607
2014 Q2	$786K	Hold	34,550	–	–	0.18%	66
2014 Q1	$685K	Sell	34,550 -3,000	-8%	-$58K	0.19%	68
2013 Q4	$712K	Buy	37,550 +17,350	+86%	+$323K	0.21%	68
2013 Q3	$360K	Buy	+20,200	New	+$360K	0.11%	142

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 New York $167B AUM 44.17% 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 $113B AUM 38.87% 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 16.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hillsdale Investment Management's SYA Position: Q3 2014 in Review

Hillsdale Investment Management sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q3 2014, closing a stake of 34,550 shares — an estimated $786K sold.

Hillsdale Investment Management first reported a position in SYA in Q3 2013 and held it in 4 quarters. The position peaked at $786K in Q2 2014. 184 funds tracked by Wall St. Rank hold SYA as of Q3 2014.

Hillsdale Investment Management reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q3 2014 after selling out during the quarter.
Hillsdale Investment Management sold 34,550 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q3 2014, an estimated $786K.
Hillsdale Investment Management first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q3 2013 and held it in 4 quarters.
Hillsdale Investment Management's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $786K in Q2 2014.
184 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q3 2014.

Based on Hillsdale Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.