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

Opus Capital 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	-232,347	Closed	-$5.62M	–	268
2015 Q2	$5.62M	Sell	232,347 -3,141	-1%	-$76.6K	0.88%	35
2015 Q1	$5.53M	Sell	235,488 -49,995	-18%	-$1.12M	0.87%	42
2014 Q4	$6.58M	Sell	285,483 -45,317	-14%	-$1.03M	0.95%	38
2014 Q3	$7.72M	Sell	330,800 -125,220	-27%	-$2.92M	1.06%	21
2014 Q2	$10.4M	Buy	+456,020	New	+$9.56M	0.72%	64

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

Opus Capital Group's SYA Position: Q3 2015 in Review

Opus Capital Group sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q3 2015, closing a stake of 232,347 shares — an estimated $5.62M sold.

Opus Capital Group first reported a position in SYA in Q2 2014 and held it in 5 quarters. The position peaked at $10.4M in Q2 2014. 174 funds tracked by Wall St. Rank hold SYA as of Q3 2015.

Opus Capital Group reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q3 2015 after selling out during the quarter.
Opus Capital Group sold 232,347 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q3 2015, an estimated $5.62M.
Opus Capital Group first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2014 and held it in 5 quarters.
Opus Capital Group's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $10.4M in Q2 2014.
174 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q3 2015.

Based on Opus Capital Group's 13F filing for Q3 2015, filed 6 Nov 2015.