OC
SUSQ

Oppenheimer & Co’s SUSQUEHANNA BANCSHARES INC SUSQ Stock Holding History

Oppenheimer & Co’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
-12,600
Closed -$169K – 1588
2014
Q4 		$169K Buy
+12,600
New +$147K ﹤0.01% 1266

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

Oppenheimer & Co's SUSQ Position: Q1 2015 in Review

Oppenheimer & Co sold out of SUSQUEHANNA BANCSHARES INC (SUSQ) in Q1 2015, closing a stake of 12,600 shares — an estimated $169K sold.

Oppenheimer & Co first reported a position in SUSQ in Q4 2014 and held it in 1 quarter. The position peaked at $169K in Q4 2014. 204 funds tracked by Wall St. Rank hold SUSQ as of Q1 2015.

  • Oppenheimer & Co reported no remaining SUSQUEHANNA BANCSHARES INC position as of Q1 2015 after selling out during the quarter.
  • Oppenheimer & Co sold 12,600 SUSQUEHANNA BANCSHARES INC shares in Q1 2015, an estimated $169K.
  • Oppenheimer & Co first reported a position in SUSQUEHANNA BANCSHARES INC in Q4 2014 and held it in 1 quarter.
  • Oppenheimer & Co's SUSQUEHANNA BANCSHARES INC position peaked at $169K in Q4 2014.
  • 204 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q1 2015.

Based on Oppenheimer & Co's 13F filing for Q1 2015, filed 8 May 2015.