Stifel Financial’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Stifel Financial’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 Q3	–	Sell	-10,206	Closed	-$247K	–	2458
2015 Q2	$247K	Buy	10,206 +50	+0.5%	+$1.22K	﹤0.01%	2063
2015 Q1	$238K	Sell	10,156 -29,115	-74%	-$651K	﹤0.01%	2023
2014 Q4	$905K	Buy	39,271 +25,052	+176%	+$570K	0.01%	1316
2014 Q3	$332K	Sell	14,219 -1,604	-10%	-$37.4K	﹤0.01%	1744
2014 Q2	$360K	Sell	15,823 -1,479	-9%	-$31K	﹤0.01%	1681
2014 Q1	$343K	Buy	+17,302	New	+$334K	﹤0.01%	1638

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

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

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

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

WIC

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

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

BIT

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

Stifel Financial's SYA Position: Q3 2015 in Review

Stifel Financial sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q3 2015, closing a stake of 10,206 shares — an estimated $247K sold.

Stifel Financial first reported a position in SYA in Q1 2014 and held it in 6 quarters. The position peaked at $905K in Q4 2014. 174 funds tracked by Wall St. Rank hold SYA as of Q3 2015.

Stifel Financial reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q3 2015 after selling out during the quarter.
Stifel Financial sold 10,206 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q3 2015, an estimated $247K.
Stifel Financial first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q1 2014 and held it in 6 quarters.
Stifel Financial's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $905K in Q4 2014.
174 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q3 2015.

Based on Stifel Financial's 13F filing for Q3 2015, filed 16 Nov 2015.