RC
SYA

RBO & Co’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

RBO & Co’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
Q1 		– Sell
-66,423
Closed -$1.53M – 69
2014
Q4 		$1.53M Sell
66,423
-60,685
-48% -$1.38M 0.5% 45
2014
Q3 		$2.96M Hold
127,108
– – 1.07% 36
2014
Q2 		$2.89M Sell
127,108
-13,287
-9% -$278K 1.02% 38
2014
Q1 		$2.78M Sell
140,395
-49,347
-26% -$954K 1.03% 38
2013
Q4 		$3.6M Sell
189,742
-3,960
-2% -$73.6K 1.39% 32
2013
Q3 		$3.45M Sell
193,702
-62,814
-24% -$1.12M 1.48% 31
2013
Q2 		$4.1M Buy
+256,516
New +$3.59M 1.81% 22

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
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return