Pzena Investment Management’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Pzena Investment 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
2015 Q4	–	Sell	-528,372	Closed	-$16.7M	–	153
2015 Q3	$16.7M	Sell	528,372 -226,928	-30%	-$6.49M	0.11%	115
2015 Q2	$18.3M	Sell	755,300 -111,835	-13%	-$2.73M	0.1%	114
2015 Q1	$20.3M	Sell	867,135 -1,125	-0.1%	-$25.2K	0.11%	111
2014 Q4	$20M	Sell	868,260 -480,965	-36%	-$10.9M	0.11%	111
2014 Q3	$31.5M	Buy	1,349,225 +162,550	+14%	+$3.79M	0.17%	87
2014 Q2	$27M	Buy	1,186,675 +1,019,125	+608%	+$21.4M	0.15%	93
2014 Q1	$3.32M	Buy	+167,550	New	+$3.24M	0.02%	128

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

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

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

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

WIC

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

Pzena Investment Management's SYA Position: Q4 2015 in Review

Pzena Investment Management sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q4 2015, closing a stake of 528,372 shares — an estimated $16.7M sold.

Pzena Investment Management first reported a position in SYA in Q1 2014 and held it in 7 quarters. The position peaked at $31.5M in Q3 2014. 165 funds tracked by Wall St. Rank hold SYA as of Q4 2015.

Pzena Investment Management reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q4 2015 after selling out during the quarter.
Pzena Investment Management sold 528,372 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q4 2015, an estimated $16.7M.
Pzena Investment Management first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q1 2014 and held it in 7 quarters.
Pzena Investment Management's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $31.5M in Q3 2014.
165 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q4 2015.

Based on Pzena Investment Management's 13F filing for Q4 2015, filed 5 Feb 2016.