MCM
SUSQ

McKinley Capital Management’s SUSQUEHANNA BANCSHARES INC SUSQ Stock Holding History

McKinley Capital 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
2013
Q4 		– Sell
-174,119
Closed -$2.18M – 467
2013
Q3 		$2.18M Buy
174,119
+55,918
+47% +$738K 0.1% 172
2013
Q2 		$1.52M Buy
+118,201
New +$1.41M 0.08% 177

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

McKinley Capital Management's SUSQ Position: Q4 2013 in Review

McKinley Capital Management sold out of SUSQUEHANNA BANCSHARES INC (SUSQ) in Q4 2013, closing a stake of 174,119 shares — an estimated $2.18M sold.

McKinley Capital Management first reported a position in SUSQ in Q2 2013 and held it in 2 quarters. The position peaked at $2.18M in Q3 2013. 212 funds tracked by Wall St. Rank hold SUSQ as of Q4 2013.

  • McKinley Capital Management reported no remaining SUSQUEHANNA BANCSHARES INC position as of Q4 2013 after selling out during the quarter.
  • McKinley Capital Management sold 174,119 SUSQUEHANNA BANCSHARES INC shares in Q4 2013, an estimated $2.18M.
  • McKinley Capital Management first reported a position in SUSQUEHANNA BANCSHARES INC in Q2 2013 and held it in 2 quarters.
  • McKinley Capital Management's SUSQUEHANNA BANCSHARES INC position peaked at $2.18M in Q3 2013.
  • 212 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q4 2013.

Based on McKinley Capital Management's 13F filing for Q4 2013, filed 18 Feb 2014.