Private Trust Company’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Private Trust Company’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	-31	Closed	-$1K	–	1595
2014 Q3	$1K	Hold	31	–	–	﹤0.01%	1870
2014 Q2	$1K	Hold	31	–	–	﹤0.01%	1889
2014 Q1	$1K	Sell	31 -10	-24%	-$193	﹤0.01%	1765
2013 Q4	$1K	Hold	41	–	–	﹤0.01%	1724
2013 Q3	$1K	Hold	41	–	–	﹤0.01%	1667
2013 Q2	$1K	Buy	+41	New	+$573	﹤0.01%	1619

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

Private Trust Company's SYA Position: Q4 2014 in Review

Private Trust Company sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q4 2014, closing a stake of 31 shares — an estimated $1K sold.

Private Trust Company first reported a position in SYA in Q2 2013 and held it in 6 quarters. The position peaked at $1K in Q3 2014. 176 funds tracked by Wall St. Rank hold SYA as of Q4 2014.

Private Trust Company reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q4 2014 after selling out during the quarter.
Private Trust Company sold 31 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q4 2014, an estimated $1K.
Private Trust Company first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2013 and held it in 6 quarters.
Private Trust Company's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $1K in Q3 2014.
176 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.