Zacks Investment Management’s SYMETRA FINANCIAL CORPORATION COMMON STOCK SYA Stock Holding History

Zacks Investment Management’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 Q2	–	Sell	-39,201	Closed	-$920K	–	787
2015 Q1	$920K	Hold	39,201	–	–	0.03%	307
2014 Q4	$904K	Sell	39,201 -1,251	-3%	-$28.5K	0.03%	292
2014 Q3	$944K	Buy	+40,452	New	+$943K	0.03%	270
2014 Q2	–	Sell	-11,951	Closed	-$237K	–	822
2014 Q1	$237K	Buy	+11,951	New	+$231K	0.01%	594

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Zacks Investment Management's SYA Position: Q2 2015 in Review

Zacks Investment Management sold out of SYMETRA FINANCIAL CORPORATION COMMON STOCK (SYA) in Q2 2015, closing a stake of 39,201 shares — an estimated $920K sold.

Zacks Investment Management first reported a position in SYA in Q1 2014 and held it in 4 quarters. The position peaked at $944K in Q3 2014. 171 funds tracked by Wall St. Rank hold SYA as of Q2 2015.

Zacks Investment Management reported no remaining SYMETRA FINANCIAL CORPORATION COMMON STOCK position as of Q2 2015 after selling out during the quarter.
Zacks Investment Management sold 39,201 SYMETRA FINANCIAL CORPORATION COMMON STOCK shares in Q2 2015, an estimated $920K.
Zacks Investment Management first reported a position in SYMETRA FINANCIAL CORPORATION COMMON STOCK in Q1 2014 and held it in 4 quarters.
Zacks Investment Management's SYMETRA FINANCIAL CORPORATION COMMON STOCK position peaked at $944K in Q3 2014.
171 funds tracked by Wall St. Rank held SYMETRA FINANCIAL CORPORATION COMMON STOCK as of Q2 2015.

Based on Zacks Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.