SKK
SYA

Shepherd Kaplan Krochuk’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Shepherd Kaplan Krochuk’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
Q3 		– Sell
-13,932
Closed -$317K – 646
2014
Q2 		$317K Buy
+13,932
New +$292K 0.03% 324
2013
Q4 		– Sell
-14,034
Closed -$251K – 663
2013
Q3 		$251K Buy
+14,034
New +$250K 0.04% 373

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
Allianz Asset Management
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Shepherd Kaplan Krochuk's SYA Position: Q3 2014 in Review

Shepherd Kaplan Krochuk sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q3 2014, closing a stake of 13,932 shares — an estimated $317K sold.

Shepherd Kaplan Krochuk first reported a position in SYA in Q3 2013 and held it in 2 quarters. The position peaked at $317K in Q2 2014. 184 funds tracked by Wall St. Rank hold SYA as of Q3 2014.

  • Shepherd Kaplan Krochuk reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q3 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 13,932 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q3 2014, an estimated $317K.
  • Shepherd Kaplan Krochuk first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q3 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $317K in Q2 2014.
  • 184 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q3 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2014, filed 13 Nov 2014.