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 $863M AUM 17.57% 1-Year Est. Return

WMIG

White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

BIT

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

RBO & Co's SYA Position: Q1 2015 in Review

RBO & Co sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q1 2015, closing a stake of 66,423 shares — an estimated $1.53M sold.

RBO & Co first reported a position in SYA in Q2 2013 and held it in 7 quarters. The position peaked at $4.1M in Q2 2013. 176 funds tracked by Wall St. Rank hold SYA as of Q1 2015.

RBO & Co reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q1 2015 after selling out during the quarter.
RBO & Co sold 66,423 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q1 2015, an estimated $1.53M.
RBO & Co first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2013 and held it in 7 quarters.
RBO & Co's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $4.1M in Q2 2013.
176 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q1 2015.

Based on RBO & Co's 13F filing for Q1 2015, filed 13 May 2015.