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.