NC
SUSQ

NewSquare Capital’s SUSQUEHANNA BANCSHARES INC SUSQ Stock Holding History

NewSquare Capital’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
-2,028
Closed -$23K – 302
2014
Q1 		$23K Hold
2,028
– – 0.01% 172
2013
Q4 		$26K Hold
2,028
– – 0.01% 150
2013
Q3 		$25K Hold
2,028
– – 0.01% 141
2013
Q2 		$26K Buy
+2,028
New +$24.2K 0.01% 129

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $336B AUM 34.66% 1-Year Est. Return

NewSquare Capital's SUSQ Position: Q2 2014 in Review

NewSquare Capital sold out of SUSQUEHANNA BANCSHARES INC (SUSQ) in Q2 2014, closing a stake of 2,028 shares — an estimated $23K sold.

NewSquare Capital first reported a position in SUSQ in Q2 2013 and held it in 4 quarters. The position peaked at $26K in Q4 2013. 205 funds tracked by Wall St. Rank hold SUSQ as of Q2 2014.

  • NewSquare Capital reported no remaining SUSQUEHANNA BANCSHARES INC position as of Q2 2014 after selling out during the quarter.
  • NewSquare Capital sold 2,028 SUSQUEHANNA BANCSHARES INC shares in Q2 2014, an estimated $23K.
  • NewSquare Capital first reported a position in SUSQUEHANNA BANCSHARES INC in Q2 2013 and held it in 4 quarters.
  • NewSquare Capital's SUSQUEHANNA BANCSHARES INC position peaked at $26K in Q4 2013.
  • 205 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q2 2014.

Based on NewSquare Capital's 13F filing for Q2 2014, filed 8 Jul 2014.