RBA
SUSQ

Richard Bernstein Advisors’s SUSQUEHANNA BANCSHARES INC SUSQ Stock Holding History

Richard Bernstein Advisors’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
2013
Q4 		– Sell
-128,570
Closed -$1.61M – 264
2013
Q3 		$1.61M Hold
128,570
– – 0.48% 57
2013
Q2 		$1.65M Buy
+128,570
New +$1.54M 0.55% 43

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Richard Bernstein Advisors's SUSQ Position: Q4 2013 in Review

Richard Bernstein Advisors sold out of SUSQUEHANNA BANCSHARES INC (SUSQ) in Q4 2013, closing a stake of 128,570 shares — an estimated $1.61M sold.

Richard Bernstein Advisors first reported a position in SUSQ in Q2 2013 and held it in 2 quarters. The position peaked at $1.65M in Q2 2013. 212 funds tracked by Wall St. Rank hold SUSQ as of Q4 2013.

  • Richard Bernstein Advisors reported no remaining SUSQUEHANNA BANCSHARES INC position as of Q4 2013 after selling out during the quarter.
  • Richard Bernstein Advisors sold 128,570 SUSQUEHANNA BANCSHARES INC shares in Q4 2013, an estimated $1.61M.
  • Richard Bernstein Advisors first reported a position in SUSQUEHANNA BANCSHARES INC in Q2 2013 and held it in 2 quarters.
  • Richard Bernstein Advisors's SUSQUEHANNA BANCSHARES INC position peaked at $1.65M in Q2 2013.
  • 212 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q4 2013.

Based on Richard Bernstein Advisors's 13F filing for Q4 2013, filed 11 Feb 2014.