Massachusetts Financial Services’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Massachusetts Financial Services’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	-1,266,086	Closed	-$30.6M	–	930
2015 Q2	$30.6M	Sell	1,266,086 -86,197	-6%	-$2.1M	0.02%	442
2015 Q1	$31.7M	Buy	1,352,283 +52,627	+4%	+$1.18M	0.02%	426
2014 Q4	$30M	Buy	1,299,656 +42,315	+3%	+$963K	0.02%	426
2014 Q3	$29.3M	Buy	1,257,341 +458,583	+57%	+$10.7M	0.02%	450
2014 Q2	$18.2M	Sell	798,758 -76,804	-9%	-$1.61M	0.01%	550
2014 Q1	$17.4M	Buy	875,562 +65,090	+8%	+$1.26M	0.01%	515
2013 Q4	$15.4M	Sell	810,472 -8,130	-1%	-$151K	0.01%	504
2013 Q3	$14.6M	Sell	818,602 -360	-0%	-$6.42K	0.01%	513
2013 Q2	$13.1M	Buy	+818,962	New	+$11.4M	0.01%	506

Other funds holding SYA

WMIG

White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services's SYA Position: Q3 2015 in Review

Massachusetts Financial Services sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q3 2015, closing a stake of 1,266,086 shares — an estimated $30.6M sold.

Massachusetts Financial Services first reported a position in SYA in Q2 2013 and held it in 9 quarters. The position peaked at $31.7M in Q1 2015. 174 funds tracked by Wall St. Rank hold SYA as of Q3 2015.

Massachusetts Financial Services reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q3 2015 after selling out during the quarter.
Massachusetts Financial Services sold 1,266,086 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q3 2015, an estimated $30.6M.
Massachusetts Financial Services first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2013 and held it in 9 quarters.
Massachusetts Financial Services's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $31.7M in Q1 2015.
174 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q3 2015.

Based on Massachusetts Financial Services's 13F filing for Q3 2015, filed 12 Nov 2015.