FMA
SUSQ

Fiduciary Management Associates’s SUSQUEHANNA BANCSHARES INC SUSQ Stock Holding History

Fiduciary Management Associates’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
Q1 		– Sell
-1,481,282
Closed -$19M – 146
2013
Q4 		$19M Sell
1,481,282
-20,720
-1% -$257K 1.29% 33
2013
Q3 		$18.9M Sell
1,502,002
-125,310
-8% -$1.65M 1.36% 20
2013
Q2 		$20.9M Buy
+1,627,312
New +$19.4M 1.63% 2

Other funds holding SUSQ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fiduciary Management Associates's SUSQ Position: Q1 2014 in Review

Fiduciary Management Associates sold out of SUSQUEHANNA BANCSHARES INC (SUSQ) in Q1 2014, closing a stake of 1,481,282 shares — an estimated $19M sold.

Fiduciary Management Associates first reported a position in SUSQ in Q2 2013 and held it in 3 quarters. The position peaked at $20.9M in Q2 2013. 220 funds tracked by Wall St. Rank hold SUSQ as of Q1 2014.

  • Fiduciary Management Associates reported no remaining SUSQUEHANNA BANCSHARES INC position as of Q1 2014 after selling out during the quarter.
  • Fiduciary Management Associates sold 1,481,282 SUSQUEHANNA BANCSHARES INC shares in Q1 2014, an estimated $19M.
  • Fiduciary Management Associates first reported a position in SUSQUEHANNA BANCSHARES INC in Q2 2013 and held it in 3 quarters.
  • Fiduciary Management Associates's SUSQUEHANNA BANCSHARES INC position peaked at $20.9M in Q2 2013.
  • 220 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q1 2014.

Based on Fiduciary Management Associates's 13F filing for Q1 2014, filed 9 May 2014.