WA
SYA

WealthTrust-Arizona’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-140
Closed -$3K – 757
2014
Q1 		$3K Hold
140
– – ﹤0.01% 556
2013
Q4 		$3K Sell
140
-40
-22% -$744 ﹤0.01% 540
2013
Q3 		$3K Hold
180
– – ﹤0.01% 521
2013
Q2 		$3K Buy
+180
New +$2.52K ﹤0.01% 499

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthTrust-Arizona's SYA Position: Q2 2014 in Review

WealthTrust-Arizona sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q2 2014, closing a stake of 140 shares — an estimated $3K sold.

WealthTrust-Arizona first reported a position in SYA in Q2 2013 and held it in 4 quarters. The position peaked at $3K in Q1 2014. 180 funds tracked by Wall St. Rank hold SYA as of Q2 2014.

  • WealthTrust-Arizona reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 140 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q2 2014, an estimated $3K.
  • WealthTrust-Arizona first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q2 2013 and held it in 4 quarters.
  • WealthTrust-Arizona's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $3K in Q1 2014.
  • 180 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.