WI
SUSQ

WBI Investments’s SUSQUEHANNA BANCSHARES INC SUSQ Stock Holding History

WBI Investments’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
Q3 		– Sell
-394,236
Closed -$5.07M – 142
2013
Q2 		$5.07M Buy
+394,236
New +$4.71M 0.36% 53

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBI Investments's SUSQ Position: Q3 2013 in Review

WBI Investments sold out of SUSQUEHANNA BANCSHARES INC (SUSQ) in Q3 2013, closing a stake of 394,236 shares — an estimated $5.07M sold.

WBI Investments first reported a position in SUSQ in Q2 2013 and held it in 1 quarter. The position peaked at $5.07M in Q2 2013. 205 funds tracked by Wall St. Rank hold SUSQ as of Q3 2013.

  • WBI Investments reported no remaining SUSQUEHANNA BANCSHARES INC position as of Q3 2013 after selling out during the quarter.
  • WBI Investments sold 394,236 SUSQUEHANNA BANCSHARES INC shares in Q3 2013, an estimated $5.07M.
  • WBI Investments first reported a position in SUSQUEHANNA BANCSHARES INC in Q2 2013 and held it in 1 quarter.
  • WBI Investments's SUSQUEHANNA BANCSHARES INC position peaked at $5.07M in Q2 2013.
  • 205 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q3 2013.

Based on WBI Investments's 13F filing for Q3 2013, filed 13 Nov 2013.