Lucus Advisors’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-16,559
Closed -$526K 411
2015
Q4
$526K Hold
16,559
0.32% 17
2015
Q3
$524K Sell
16,559
-4,476
-21% -$128K 0.29% 12
2015
Q2
$508K Sell
21,035
-2,148
-9% -$52.4K 0.24% 98
2015
Q1
$544K Buy
23,183
+2,530
+12% +$56.6K 0.28% 61
2014
Q4
$476K Buy
+20,653
New +$470K 0.21% 130

Lucus Advisors's SYA Position: Q1 2016 in Review

Lucus Advisors sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q1 2016, closing a stake of 16,559 shares — an estimated $526K sold.

Lucus Advisors first reported a position in SYA in Q4 2014 and held it in 5 quarters. The position peaked at $544K in Q1 2015. 0 funds tracked by Wall St. Rank hold SYA as of Q1 2016.

  • Lucus Advisors reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 16,559 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q1 2016, an estimated $526K.
  • Lucus Advisors first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q4 2014 and held it in 5 quarters.
  • Lucus Advisors's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $544K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q1 2016.

Based on Lucus Advisors's 13F filing for Q1 2016, filed 13 May 2016.