UBS’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

UBS’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	$3.67M	Sell	157,243 -19,044	-11%	-$444K	﹤0.01%	2331
2014 Q2	$4.01M	Buy	176,287 +15,772	+10%	+$331K	﹤0.01%	2166
2014 Q1	$3.18M	Buy	160,515 +153,161	+2,083%	+$2.96M	﹤0.01%	2303
2013 Q4	$139K	Sell	7,354 -24	-0.3%	-$446	﹤0.01%	5695
2013 Q3	$131K	Buy	7,378 +1,723	+30%	+$30.7K	﹤0.01%	5712
2013 Q2	$90K	Buy	+5,655	New	+$79.1K	﹤0.01%	6047

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS's SYA Position: Q3 2014 in Review

UBS reduced its SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) stake by 11% in Q3 2014, selling an estimated $444K and leaving 157,243 shares worth $3.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

UBS first reported a position in SYA in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.01M in Q2 2014. 184 funds tracked by Wall St. Rank hold SYA as of Q3 2014.

UBS held 157,243 shares of SYMETRA FINANCIAL CORPORATION COMMON STOCK worth $3.67M as of Q3 2014.
UBS sold 19,044 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q3 2014, an estimated $444K.
SYMETRA FINANCIAL CORPORATION COMMON STOCK made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2331 holding.
UBS first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2013 and has held it in 6 quarters since.
UBS's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $4.01M in Q2 2014.
184 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.