SSG
SYA

Summit Securities Group’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Summit Securities Group’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
-768
Closed -$19K – 618
2015
Q2 		$19K Buy
+768
New +$18.7K 0.01% 319

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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
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
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

Summit Securities Group's SYA Position: Q3 2015 in Review

Summit Securities Group sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q3 2015, closing a stake of 768 shares — an estimated $19K sold.

Summit Securities Group first reported a position in SYA in Q2 2015 and held it in 1 quarter. The position peaked at $19K in Q2 2015. 174 funds tracked by Wall St. Rank hold SYA as of Q3 2015.

  • Summit Securities Group reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q3 2015 after selling out during the quarter.
  • Summit Securities Group sold 768 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q3 2015, an estimated $19K.
  • Summit Securities Group first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2015 and held it in 1 quarter.
  • Summit Securities Group's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $19K in Q2 2015.
  • 174 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q3 2015.

Based on Summit Securities Group's 13F filing for Q3 2015, filed 12 Nov 2015.