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

Jupiter 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 Q3	–	Sell	-256,540	Closed	-$6.2M	–	429
2015 Q2	$6.2M	Sell	256,540 -11,174	-4%	-$272K	0.18%	96
2015 Q1	$6.28M	Sell	267,714 -34,636	-11%	-$775K	0.2%	97
2014 Q4	$6.97M	Hold	302,350	–	–	0.25%	104
2014 Q3	$7.05M	Hold	302,350	–	–	0.35%	80
2014 Q2	$6.88M	Sell	302,350 -2,507	-0.8%	-$52.5K	0.39%	80
2014 Q1	$6.04M	Sell	304,857 -45,669	-13%	-$882K	0.41%	84
2013 Q4	$6.64M	Buy	350,526 +90,946	+35%	+$1.69M	0.56%	57
2013 Q3	$4.63M	Sell	259,580 -5,850	-2%	-$104K	0.44%	84
2013 Q2	$4.24M	Buy	+265,430	New	+$3.71M	0.51%	85

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

Jupiter Investment Management's SYA Position: Q3 2015 in Review

Jupiter Investment Management sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q3 2015, closing a stake of 256,540 shares — an estimated $6.2M sold.

Jupiter Investment Management first reported a position in SYA in Q2 2013 and held it in 9 quarters. The position peaked at $7.05M in Q3 2014. 174 funds tracked by Wall St. Rank hold SYA as of Q3 2015.

Jupiter Investment Management reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q3 2015 after selling out during the quarter.
Jupiter Investment Management sold 256,540 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q3 2015, an estimated $6.2M.
Jupiter Investment Management first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2013 and held it in 9 quarters.
Jupiter Investment Management's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $7.05M in Q3 2014.
174 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q3 2015.

Based on Jupiter Investment Management's 13F filing for Q3 2015, filed 2 Nov 2015.