NERM
SUSQ

New England Research & Management’s SUSQUEHANNA BANCSHARES INC SUSQ Stock Holding History

New England Research & 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
2014
Q2 		– Sell
-35,100
Closed -$399K – 162
2014
Q1 		$399K Sell
35,100
-5,500
-14% -$62.5K 0.37% 104
2013
Q4 		$521K Buy
+40,600
New +$504K 0.5% 81

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 $2.9T AUM 29.55% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

New England Research & Management's SUSQ Position: Q2 2014 in Review

New England Research & Management sold out of SUSQUEHANNA BANCSHARES INC (SUSQ) in Q2 2014, closing a stake of 35,100 shares — an estimated $399K sold.

New England Research & Management first reported a position in SUSQ in Q4 2013 and held it in 2 quarters. The position peaked at $521K in Q4 2013. 205 funds tracked by Wall St. Rank hold SUSQ as of Q2 2014.

  • New England Research & Management reported no remaining SUSQUEHANNA BANCSHARES INC position as of Q2 2014 after selling out during the quarter.
  • New England Research & Management sold 35,100 SUSQUEHANNA BANCSHARES INC shares in Q2 2014, an estimated $399K.
  • New England Research & Management first reported a position in SUSQUEHANNA BANCSHARES INC in Q4 2013 and held it in 2 quarters.
  • New England Research & Management's SUSQUEHANNA BANCSHARES INC position peaked at $521K in Q4 2013.
  • 205 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q2 2014.

Based on New England Research & Management's 13F filing for Q2 2014, filed 1 Jul 2014.