IMS
SUSQ

Index Management Solutions’s SUSQUEHANNA BANCSHARES INC SUSQ Stock Holding History

Index Management Solutions’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
-16,166
Closed -$162K – 1144
2014
Q3 		$162K Buy
16,166
+2,149
+15% +$22.2K 0.02% 717
2014
Q2 		$148K Buy
14,017
+9,759
+229% +$102K 0.02% 715
2014
Q1 		$48K Buy
+4,258
New +$48.4K 0.01% 855

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
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 16.07% 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

Index Management Solutions's SUSQ Position: Q4 2014 in Review

Index Management Solutions sold out of SUSQUEHANNA BANCSHARES INC (SUSQ) in Q4 2014, closing a stake of 16,166 shares — an estimated $162K sold.

Index Management Solutions first reported a position in SUSQ in Q1 2014 and held it in 3 quarters. The position peaked at $162K in Q3 2014. 219 funds tracked by Wall St. Rank hold SUSQ as of Q4 2014.

  • Index Management Solutions reported no remaining SUSQUEHANNA BANCSHARES INC position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 16,166 SUSQUEHANNA BANCSHARES INC shares in Q4 2014, an estimated $162K.
  • Index Management Solutions first reported a position in SUSQUEHANNA BANCSHARES INC in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's SUSQUEHANNA BANCSHARES INC position peaked at $162K in Q3 2014.
  • 219 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.