LG
SYA

Leuthold Group’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Leuthold Group’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
-41,393
Closed -$1M – 233
2015
Q2 		$1M Buy
41,393
+2,254
+6% +$54.9K 0.09% 185
2015
Q1 		$918K Sell
39,139
-1,369
-3% -$30.6K 0.09% 178
2014
Q4 		$934K Buy
+40,508
New +$922K 0.09% 185

Other funds holding SYA

WMIG
White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Leuthold Group's SYA Position: Q3 2015 in Review

Leuthold Group sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q3 2015, closing a stake of 41,393 shares — an estimated $1M sold.

Leuthold Group first reported a position in SYA in Q4 2014 and held it in 3 quarters. The position peaked at $1M in Q2 2015. 175 funds tracked by Wall St. Rank hold SYA as of Q3 2015.

  • Leuthold Group reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q3 2015 after selling out during the quarter.
  • Leuthold Group sold 41,393 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q3 2015, an estimated $1M.
  • Leuthold Group first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q4 2014 and held it in 3 quarters.
  • Leuthold Group's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $1M in Q2 2015.
  • 175 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q3 2015.

Based on Leuthold Group's 13F filing for Q3 2015, filed 16 Nov 2015.