KCM
SYA

Kennedy Capital Management’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Kennedy Capital 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
2013
Q4 		– Sell
-37,571
Closed -$670K – 817
2013
Q3 		$670K Sell
37,571
-47,429
-56% -$845K 0.01% 679
2013
Q2 		$1.36M Buy
+85,000
New +$1.19M 0.03% 602

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
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Kennedy Capital Management's SYA Position: Q4 2013 in Review

Kennedy Capital Management sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q4 2013, closing a stake of 37,571 shares — an estimated $670K sold.

Kennedy Capital Management first reported a position in SYA in Q2 2013 and held it in 2 quarters. The position peaked at $1.36M in Q2 2013. 172 funds tracked by Wall St. Rank hold SYA as of Q4 2013.

  • Kennedy Capital Management reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q4 2013 after selling out during the quarter.
  • Kennedy Capital Management sold 37,571 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q4 2013, an estimated $670K.
  • Kennedy Capital Management first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2013 and held it in 2 quarters.
  • Kennedy Capital Management's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $1.36M in Q2 2013.
  • 172 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q4 2013.

Based on Kennedy Capital Management's 13F filing for Q4 2013, filed 13 Feb 2014.