Martingale Asset Management’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Martingale Asset 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
2014 Q4	–	Sell	-41,134	Closed	-$960K	–	920
2014 Q3	$960K	Sell	41,134 -36,663	-47%	-$855K	0.03%	508
2014 Q2	$1.77M	Sell	77,797 -1,758	-2%	-$36.8K	0.06%	340
2014 Q1	$1.58M	Buy	79,555 +2,100	+3%	+$40.6K	0.05%	352
2013 Q4	$1.47M	Buy	77,455 +3,409	+5%	+$63.4K	0.05%	399
2013 Q3	$1.32M	Buy	+74,046	New	+$1.32M	0.05%	406

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 New York $145B AUM 34.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Martingale Asset Management's SYA Position: Q4 2014 in Review

Martingale Asset Management sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q4 2014, closing a stake of 41,134 shares — an estimated $960K sold.

Martingale Asset Management first reported a position in SYA in Q3 2013 and held it in 5 quarters. The position peaked at $1.77M in Q2 2014. 176 funds tracked by Wall St. Rank hold SYA as of Q4 2014.

Martingale Asset Management reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q4 2014 after selling out during the quarter.
Martingale Asset Management sold 41,134 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q4 2014, an estimated $960K.
Martingale Asset Management first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q3 2013 and held it in 5 quarters.
Martingale Asset Management's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $1.77M in Q2 2014.
176 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q4 2014.

Based on Martingale Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.