RWM
SUSQ

RKL Wealth Management’s SUSQUEHANNA BANCSHARES INC SUSQ Stock Holding History

RKL Wealth Management’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
-21,008
Closed -$239K – 61
2014
Q1 		$239K Buy
+21,008
New +$239K 0.18% 56

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 $2.9T AUM 29.55% 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
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 16.07% 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 $295B AUM 31.6% 1-Year Est. Return

RKL Wealth Management's SUSQ Position: Q2 2014 in Review

RKL Wealth Management sold out of SUSQUEHANNA BANCSHARES INC (SUSQ) in Q2 2014, closing a stake of 21,008 shares — an estimated $239K sold.

RKL Wealth Management first reported a position in SUSQ in Q1 2014 and held it in 1 quarter. The position peaked at $239K in Q1 2014. 205 funds tracked by Wall St. Rank hold SUSQ as of Q2 2014.

  • RKL Wealth Management reported no remaining SUSQUEHANNA BANCSHARES INC position as of Q2 2014 after selling out during the quarter.
  • RKL Wealth Management sold 21,008 SUSQUEHANNA BANCSHARES INC shares in Q2 2014, an estimated $239K.
  • RKL Wealth Management first reported a position in SUSQUEHANNA BANCSHARES INC in Q1 2014 and held it in 1 quarter.
  • RKL Wealth Management's SUSQUEHANNA BANCSHARES INC position peaked at $239K in Q1 2014.
  • 205 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q2 2014.

Based on RKL Wealth Management's 13F filing for Q2 2014, filed 28 Jul 2014.