CIM
SUSQ

CIM Investment Management’s SUSQUEHANNA BANCSHARES INC SUSQ Stock Holding History

CIM Investment Management’s Portfolio SUSQ Stock Details SUSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-17,280
Closed -$173K – 266
2014
Q3 		$173K Buy
17,280
+3,129
+22% +$32.3K 0.09% 193
2014
Q2 		$149K Sell
14,151
-432
-3% -$4.51K 0.07% 171
2014
Q1 		$166K Buy
14,583
+3,764
+35% +$42.8K 0.08% 198
2013
Q4 		$139K Buy
+10,819
New +$134K 0.07% 136
2013
Q3 		– Sell
-18,865
Closed -$242K – 147
2013
Q2 		$242K Buy
+18,865
New +$225K 0.14% 127

Other funds holding SUSQ

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CIM Investment Management's SUSQ Position: Q4 2014 in Review

CIM Investment Management sold out of SUSQUEHANNA BANCSHARES INC (SUSQ) in Q4 2014, closing a stake of 17,280 shares — an estimated $173K sold.

CIM Investment Management first reported a position in SUSQ in Q2 2013 and held it in 5 quarters. The position peaked at $242K in Q2 2013. 219 funds tracked by Wall St. Rank hold SUSQ as of Q4 2014.

  • CIM Investment Management reported no remaining SUSQUEHANNA BANCSHARES INC position as of Q4 2014 after selling out during the quarter.
  • CIM Investment Management sold 17,280 SUSQUEHANNA BANCSHARES INC shares in Q4 2014, an estimated $173K.
  • CIM Investment Management first reported a position in SUSQUEHANNA BANCSHARES INC in Q2 2013 and held it in 5 quarters.
  • CIM Investment Management's SUSQUEHANNA BANCSHARES INC position peaked at $242K in Q2 2013.
  • 219 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q4 2014.

Based on CIM Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.