OFG
SUSQ

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

OTA 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
2015
Q2 		$1.32M Buy
98,701
+12,037
+14% +$167K 0.94% 23
2015
Q1 		$1.19M Sell
86,664
-12,037
-12% -$160K 0.64% 24
2014
Q4 		$1.32M Buy
+98,701
New +$1.15M 0.94% 23

Other funds holding SUSQ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OTA Financial Group's SUSQ Position: Q2 2015 in Review

OTA Financial Group increased its SUSQUEHANNA BANCSHARES INC (SUSQ) stake by 14% in Q2 2015, buying an estimated $167K and bringing the position to 98,701 shares worth $1.32M. The position accounts for 0.94% of the portfolio, ranked #23.

OTA Financial Group first reported a position in SUSQ in Q4 2014 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold SUSQ as of Q2 2015.

  • OTA Financial Group held 98,701 shares of SUSQUEHANNA BANCSHARES INC worth $1.32M as of Q2 2015.
  • OTA Financial Group bought 12,037 SUSQUEHANNA BANCSHARES INC shares in Q2 2015, an estimated $167K.
  • SUSQUEHANNA BANCSHARES INC made up 0.94% of OTA Financial Group's portfolio in Q2 2015, its #23 holding.
  • OTA Financial Group first reported a position in SUSQUEHANNA BANCSHARES INC in Q4 2014 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q2 2015.

Based on OTA Financial Group's 13F filing for Q2 2015, filed 17 Jul 2015.