Jacobs Levy Equity Management’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Jacobs Levy Equity 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 Q1	–	Sell	-31,000	Closed	-$715K	–	959
2014 Q4	$715K	Buy	+31,000	New	+$705K	0.01%	556
2014 Q3	–	Sell	-16,900	Closed	-$384K	–	981
2014 Q2	$384K	Sell	16,900 -228,530	-93%	-$4.79M	0.01%	676
2014 Q1	$4.86M	Sell	245,430 -33,070	-12%	-$639K	0.08%	263
2013 Q4	$5.28M	Buy	278,500 +68,380	+33%	+$1.27M	0.08%	281
2013 Q3	$3.74M	Buy	210,120 +16,070	+8%	+$286K	0.06%	322
2013 Q2	$3.1M	Buy	+194,050	New	+$2.71M	0.05%	345

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 $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

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

BIT

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

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

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

Jacobs Levy Equity Management's SYA Position: Q1 2015 in Review

Jacobs Levy Equity Management sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q1 2015, closing a stake of 31,000 shares — an estimated $715K sold.

Jacobs Levy Equity Management first reported a position in SYA in Q2 2013 and held it in 6 quarters. The position peaked at $5.28M in Q4 2013. 176 funds tracked by Wall St. Rank hold SYA as of Q1 2015.

Jacobs Levy Equity Management reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q1 2015 after selling out during the quarter.
Jacobs Levy Equity Management sold 31,000 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q1 2015, an estimated $715K.
Jacobs Levy Equity Management first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2013 and held it in 6 quarters.
Jacobs Levy Equity Management's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $5.28M in Q4 2013.
176 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q1 2015.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2015, filed 15 May 2015.