KIA
SUSQ

King Investment Advisors’s SUSQUEHANNA BANCSHARES INC SUSQ Stock Holding History

King Investment Advisors’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
Q1 		– Sell
-52,000
Closed -$697K – 118
2014
Q4 		$697K Sell
52,000
-5,250
-9% -$61.2K 0.31% 52
2014
Q3 		$573K Buy
57,250
+14,750
+35% +$152K 0.26% 64
2014
Q2 		$449K Buy
42,500
+12,750
+43% +$133K 0.19% 79
2014
Q1 		$338K Buy
+29,750
New +$338K 0.16% 86

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

King Investment Advisors's SUSQ Position: Q1 2015 in Review

King Investment Advisors sold out of SUSQUEHANNA BANCSHARES INC (SUSQ) in Q1 2015, closing a stake of 52,000 shares — an estimated $697K sold.

King Investment Advisors first reported a position in SUSQ in Q1 2014 and held it in 4 quarters. The position peaked at $697K in Q4 2014. 204 funds tracked by Wall St. Rank hold SUSQ as of Q1 2015.

  • King Investment Advisors reported no remaining SUSQUEHANNA BANCSHARES INC position as of Q1 2015 after selling out during the quarter.
  • King Investment Advisors sold 52,000 SUSQUEHANNA BANCSHARES INC shares in Q1 2015, an estimated $697K.
  • King Investment Advisors first reported a position in SUSQUEHANNA BANCSHARES INC in Q1 2014 and held it in 4 quarters.
  • King Investment Advisors's SUSQUEHANNA BANCSHARES INC position peaked at $697K in Q4 2014.
  • 204 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q1 2015.

Based on King Investment Advisors's 13F filing for Q1 2015, filed 15 May 2015.