NFG
SUSQ

Next Financial Group’s SUSQUEHANNA BANCSHARES INC SUSQ Stock Holding History

Next Financial Group’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
-200
Closed -$2K – 2610
2014
Q3 		$2K Buy
+200
New +$2.06K ﹤0.01% 2375

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

Next Financial Group's SUSQ Position: Q4 2014 in Review

Next Financial Group sold out of SUSQUEHANNA BANCSHARES INC (SUSQ) in Q4 2014, closing a stake of 200 shares — an estimated $2K sold.

Next Financial Group first reported a position in SUSQ in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 219 funds tracked by Wall St. Rank hold SUSQ as of Q4 2014.

  • Next Financial Group reported no remaining SUSQUEHANNA BANCSHARES INC position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 200 SUSQUEHANNA BANCSHARES INC shares in Q4 2014, an estimated $2K.
  • Next Financial Group first reported a position in SUSQUEHANNA BANCSHARES INC in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's SUSQUEHANNA BANCSHARES INC position peaked at $2K in Q3 2014.
  • 219 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.