Creative Planning
SUSQ

Creative Planning’s SUSQUEHANNA BANCSHARES INC SUSQ Stock Holding History

Creative Planning’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
2015
Q2 		– Sell
-5,400
Closed -$74K – 4026
2015
Q1 		$74K Sell
5,400
-362
-6% -$4.82K ﹤0.01% 1753
2014
Q4 		$77K Sell
5,762
-397
-6% -$4.63K ﹤0.01% 1706
2014
Q3 		$62K Buy
6,159
+5,003
+433% +$51.6K ﹤0.01% 1782
2014
Q2 		$12K Sell
1,156
-998
-46% -$10.4K ﹤0.01% 2803
2014
Q1 		$24K Buy
2,154
+665
+45% +$7.55K ﹤0.01% 2272
2013
Q4 		$19K Sell
1,489
-215
-13% -$2.67K ﹤0.01% 2229
2013
Q3 		$21K Buy
1,704
+701
+70% +$9.25K ﹤0.01% 2087
2013
Q2 		$13K Buy
+1,003
New +$12K ﹤0.01% 2169

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 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's SUSQ Position: Q2 2015 in Review

Creative Planning sold out of SUSQUEHANNA BANCSHARES INC (SUSQ) in Q2 2015, closing a stake of 5,400 shares — an estimated $74K sold.

Creative Planning first reported a position in SUSQ in Q2 2013 and held it in 8 quarters. The position peaked at $77K in Q4 2014. 201 funds tracked by Wall St. Rank hold SUSQ as of Q2 2015.

  • Creative Planning reported no remaining SUSQUEHANNA BANCSHARES INC position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 5,400 SUSQUEHANNA BANCSHARES INC shares in Q2 2015, an estimated $74K.
  • Creative Planning first reported a position in SUSQUEHANNA BANCSHARES INC in Q2 2013 and held it in 8 quarters.
  • Creative Planning's SUSQUEHANNA BANCSHARES INC position peaked at $77K in Q4 2014.
  • 201 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.