SUSQUEHANNA TRUST & INVESTMENT CO

data from 30/06/2015

Capitalization

$ 457.274 M -3.33 %

Average holding period

6 ans

Performance

$ 59.470 M 13.23 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SUSQUEHANNA TRUST & INVESTMENT CO

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2015/06/30 JNJ JOHNSON & JOHNSON 2.85% 13.039 M $ 133798 2013/06/30 -431.771 K $ -3.12 %
2015/06/30 PFE PFIZER INC 2.75% 12.575 M $ 375060 2013/06/30 -494.142 K $ -3.64 %
2015/06/30 INTC INTEL CORP 2.61% 11.950 M $ 392872 2013/06/30 -340.586 K $ -2.72 %
2015/06/30 GE GENERAL ELECTRIC CO 2.46% 11.245 M $ 423229 2013/06/30 559.295 K $ 4.41 %
2015/06/30 MRK MERCK & CO INC NEW 2.29% 10.494 M $ 184327 2013/06/30 -102.200 K $ -0.97 %
2015/06/30 XOM EXXON MOBIL CORP 2.27% 10.365 M $ 124578 2013/06/30 -224.857 K $ -2.12 %
2015/06/30 MSFT MICROSOFT CORP 2.25% 10.284 M $ 232919 2013/06/30 1.086 M $ 8.58 %
2015/06/30 BAC BANK AMER CORP 2.16% 9.871 M $ 579933 2013/06/30 944.899 K $ 10.59 %
2015/06/30 WMT WAL-MART STORES INC 2.15% 9.829 M $ 138579 2013/06/30 -1.432 M $ -13.79 %
2015/06/30 CSCO CISCO SYS INC 2.12% 9.684 M $ 352650 2013/06/30 -24.893 K $ -0.25 %
2015/06/30 EBAY EBAY INC 2.06% 9.423 M $ 156410 2014/09/30 404.317 K $ 4.41 %
2015/06/30 ORCL ORACLE CORP 2.05% 9.387 M $ 232923 2013/06/30 -617.575 K $ -6.61 %
2015/06/30 AAPL APPLE INC 2.00% 9.149 M $ 72943 2013/06/30 74.835 K $ 0.80 %
2015/06/30 CSX CSX CORP 1.99% 9.100 M $ 278725 2014/03/31 -137.770 K $ -1.45 %
2015/06/30 T AT&T INC 1.98% 9.071 M $ 255364 2013/06/30 733.749 K $ 8.81 %
2015/06/30 SYY SYSCO CORP 1.98% 9.054 M $ 250781 2013/06/30 -405.418 K $ -4.32 %
2015/06/30 DD DU PONT E I DE NEMOURS & CO 1.97% 8.995 M $ 140657 2013/06/30 441.269 K $ 4.46 %
2015/06/30 VZ VERIZON COMMUNICATIONS INC 1.94% 8.893 M $ 190797 2013/06/30 -382.339 K $ -4.15 %
2015/06/30 WFC WELLS FARGO & CO NEW 1.94% 8.890 M $ 158063 2013/06/30 295.986 K $ 3.38 %
2015/06/30 COP CONOCOPHILLIPS 1.93% 8.808 M $ 143416 2013/06/30 -79.692 K $ -1.37 %
2015/06/30 GOOG GOOGLE INC 1.88% 8.600 M $ 16521 2014/12/31 -398.760 K $ -4.74 %
2015/06/30 ABT ABBOTT LABS 1.84% 8.411 M $ 171364 2013/06/30 474.927 K $ 5.94 %
2015/06/30 MS MORGAN STANLEY 1.83% 8.354 M $ 215371 2015/03/31 682.886 K $ 8.69 %
2015/06/30 EMC E M C CORP MASS 1.82% 8.333 M $ 315767 2013/12/31 0.000 $ 0.00 %
2015/06/30 NLY ANNALY CAP MGMT INC 1.79% 8.185 M $ 890635 2014/06/30 -1.066 M $ -11.63 %
2015/06/30 VOD VODAFONE GROUP PLC NEW 1.78% 8.125 M $ 222894 2014/03/31 845.305 K $ 11.54 %
2015/06/30 VWO VANGUARD INTL EQUITY INDEX F 1.78% 8.124 M $ 198747 2014/06/30 1.970 K $ 0.02 %
2015/06/30 IP INTL PAPER CO 1.75% 8.007 M $ 168253 2014/06/30 -1.335 M $ -14.23 %
2015/06/30 UPS UNITED PARCEL SERVICE INC 1.74% 7.972 M $ 82268 2014/03/31 -2.454 K $ -0.03 %
2015/06/30 BA BOEING CO 1.73% 7.931 M $ 57170 2013/06/30 -664.900 K $ -7.57 %
2015/06/30 WM WASTE MGMT INC DEL 1.68% 7.676 M $ 165603 2013/06/30 -1.321 M $ -14.53 %
2015/06/30 THOMSON REUTERS CORP 1.53% 7.002 M $ 183921 2013/06/30 -472.255 K $ -6.14 %
2015/06/30 POTASH CORP SASK INC 1.53% 6.976 M $ 225260 2015/03/31 -255.372 K $ -3.97 %
2015/06/30 ESRX EXPRESS SCRIPTS HLDG CO 1.51% 6.920 M $ 77801 2014/06/30 171.258 K $ 2.50 %
2015/06/30 CMCSA COMCAST CORP NEW 1.48% 6.748 M $ 112211 2014/12/31 418.122 K $ 6.48 %
2015/06/30 SYK STRYKER CORP 1.44% 6.566 M $ 68709 2014/09/30 231.271 K $ 3.60 %
2015/06/30 SPY SPDR S&P 500 ETF TR 1.36% 6.215 M $ 30192 2013/06/30 -18.098 K $ -0.28 %
2015/06/30 EMR EMERSON ELEC CO 1.36% 6.197 M $ 111796 2013/06/30 -129.142 K $ -2.10 %
2015/06/30 PAYX PAYCHEX INC 1.29% 5.919 M $ 126255 2013/06/30 -349.744 K $ -5.52 %
2015/06/30 KMB KIMBERLY CLARK CORP 1.25% 5.708 M $ 53867 2013/06/30 -60.366 K $ -1.06 %
2015/06/30 SWN SOUTHWESTERN ENERGY CO 1.24% 5.660 M $ 249045 2015/06/30 0.000 $ 0.00 %
2015/06/30 PEP PEPSICO INC 1.23% 5.602 M $ 60016 2013/06/30 -139.469 K $ -2.38 %
2015/06/30 F FORD MTR CO DEL 1.18% 5.408 M $ 360275 2015/03/31 -329.762 K $ -7.00 %
2015/06/30 CMI CUMMINS INC 1.12% 5.103 M $ 38892 2014/09/30 -285.089 K $ -5.37 %
2015/06/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.09% 4.993 M $ 36683 2014/06/30 -307.710 K $ -5.69 %
2015/06/30 TRV TRAVELERS COMPANIES INC 1.05% 4.808 M $ 49750 2013/06/30 -1.074 M $ -10.61 %
2015/06/30 ISHARES 1.02% 4.681 M $ 365427 2013/06/30 101.620 K $ 2.23 %
2015/06/30 LNC LINCOLN NATL CORP IND 1.02% 4.663 M $ 78740 2015/06/30 0.000 $ 0.00 %
2015/06/30 CME CME GROUP INC 0.93% 4.251 M $ 45680 2015/06/30 0.000 $ 0.00 %
2015/06/30 GLW CORNING INC 0.93% 4.238 M $ 214830 2015/06/30 0.000 $ 0.00 %
2015/06/30 BBBY BED BATH & BEYOND INC 0.91% 4.151 M $ 60175 2015/06/30 0.000 $ 0.00 %
2015/06/30 VFC V F CORP 0.86% 3.930 M $ 56350 2015/06/30 0.000 $ 0.00 %
2015/06/30 AXP AMERICAN EXPRESS CO 0.79% 3.598 M $ 46285 2013/12/31 -36.262 K $ -0.51 %
2015/06/30 VIAB VIACOM INC NEW 0.76% 3.485 M $ 53915 2014/12/31 -158.990 K $ -5.36 %
2015/06/30 KEY KEYCORP NEW 0.75% 3.444 M $ 229280 2015/06/30 0.000 $ 0.00 %
2015/06/30 SEP SPECTRA ENERGY CORP 0.75% 3.439 M $ 105467 2015/03/31 -562.837 K $ -15.73 %
2015/06/30 FLR FLUOR CORP NEW 0.71% 3.258 M $ 61460 2014/06/30 -400.640 K $ -7.26 %
2015/06/30 FITB FIFTH THIRD BANCORP 0.69% 3.155 M $ 151530 2015/06/30 0.000 $ 0.00 %
2015/06/30 DOW DOW CHEM CO 0.66% 3.034 M $ 59290 2014/12/31 0.000 $ 0.00 %
2015/06/30 PSX PHILLIPS 66 0.57% 2.608 M $ 32375 2014/12/31 64.092 K $ 2.49 %
2015/06/30 SUSQUEHANNA BANCSHARES INC P 0.35% 1.608 M $ 113840 2013/06/30 48.544 K $ 3.06 %
2015/06/30 RDS-B ROYAL DUTCH SHELL PLC 0.31% 1.398 M $ 24392 2013/06/30 -161.430 K $ -8.53 %
2015/06/30 MIFFLINBURG BANK & TR CO PA 0.28% 1.283 M $ 21750 2014/03/31 0.000 $ 0.00 %
2015/06/30 PG PROCTER & GAMBLE CO 0.27% 1.237 M $ 15805 2013/06/30 -446.971 K $ -4.52 %
2015/06/30 BMY BRISTOL MYERS SQUIBB CO 0.24% 1.111 M $ 16693 2013/06/30 40.075 K $ 3.16 %
2015/06/30 KO COCA COLA CO 0.24% 1.080 M $ 27514 2013/06/30 -38.912 K $ -3.25 %
2015/06/30 VTI VANGUARD INDEX FDS 0.23% 1.056 M $ 9865 2013/06/30 -2.268 K $ -0.21 %
2015/06/30 EMN EASTMAN CHEM CO 0.22% 990.000 K $ 12095 2014/12/31 153.169 K $ 18.13 %
2015/06/30 CENTRAL FD CDA LTD 0.19% 849.000 K $ 72763 2013/06/30 -21.758 K $ -2.18 %
2015/06/30 PPL PPL CORP 0.18% 837.000 K $ 28403 2013/06/30 -55.420 K $ -5.61 %
2015/06/30 EFA ISHARES TR 0.17% 758.000 K $ 11939 2013/06/30 -7.078 K $ -1.06 %
2015/06/30 MMM 3M CO 0.16% 716.000 K $ 4637 2013/06/30 -42.604 K $ -5.40 %
2015/06/30 UNITED TECHNOLOGIES CORP 0.15% 705.000 K $ 6355 2013/06/30 -39.972 K $ -5.37 %
2015/06/30 RYDEX ETF TRUST 0.15% 700.000 K $ 8763 2013/06/30 -10.407 K $ -1.47 %
2015/06/30 EMF TEMPLETON EMERGING MKTS FD I 0.14% 634.000 K $ 43509 2013/06/30 -35.149 K $ -4.59 %
2015/06/30 PM PHILIP MORRIS INTL INC 0.14% 631.000 K $ 7871 2013/06/30 38.095 K $ 6.42 %
2015/06/30 CVX CHEVRON CORP NEW 0.12% 571.000 K $ 5915 2013/06/30 -50.336 K $ -8.11 %
2015/06/30 ETN EATON CORP PLC 0.12% 540.000 K $ 8010 2014/12/31 -44.716 K $ -0.66 %
2015/06/30 DIS DISNEY WALT CO 0.11% 514.000 K $ 4501 2013/06/30 42.004 K $ 8.82 %
2015/06/30 GSK GLAXOSMITHKLINE PLC 0.11% 488.000 K $ 11728 2013/06/30 -44.780 K $ -7.80 %
2015/06/30 IBM INTERNATIONAL BUSINESS MACHS 0.10% 454.000 K $ 2793 2013/06/30 8.520 K $ 1.35 %
2015/06/30 ABBV ABBVIE INC 0.10% 444.000 K $ 6612 2013/06/30 63.681 K $ 14.78 %
2015/06/30 MO ALTRIA GROUP INC 0.09% 408.000 K $ 8354 2013/06/30 -9.272 K $ -2.22 %
2015/06/30 VEU VANGUARD INTL EQUITY INDEX F 0.08% 383.000 K $ 7903 2014/09/30 -1.476 K $ -0.37 %
2015/06/30 TRP TRANSCANADA CORP 0.08% 374.000 K $ 9196 2013/06/30 -379.159 K $ -4.92 %
2015/06/30 FULT FULTON FINL CORP PA 0.07% 327.000 K $ 25013 2013/06/30 16.274 K $ 5.83 %
2015/06/30 JPM JPMORGAN CHASE & CO 0.07% 322.000 K $ 4747 2013/06/30 36.237 K $ 11.84 %
2015/06/30 SLB SCHLUMBERGER LTD 0.07% 321.000 K $ 3725 2014/03/31 0.000 $ 0.00 %
2015/06/30 USB US BANCORP DEL 0.07% 311.000 K $ 7175 2013/06/30 -1.937 K $ -0.62 %
2015/06/30 D DOMINION RES INC VA NEW 0.07% 308.000 K $ 4608 2013/06/30 -18.432 K $ -5.65 %
2015/06/30 CPB CAMPBELL SOUP CO 0.07% 301.000 K $ 6321 2013/06/30 6.953 K $ 2.37 %
2015/06/30 UNP UNION PAC CORP 0.07% 298.000 K $ 3120 2013/12/31 -40.372 K $ -11.94 %
2015/06/30 PNC PNC FINL SVCS GROUP INC 0.06% 296.000 K $ 3100 2014/09/30 7.471 K $ 2.59 %
2015/06/30 DIA SPDR DOW JONES INDL AVRG ETF 0.06% 285.000 K $ 1620 2013/06/30 -2.895 K $ -0.99 %
2015/06/30 FAST FASTENAL CO 0.06% 278.000 K $ 6600 2015/03/31 4.588 K $ 1.79 %
2015/06/30 DE DEERE & CO 0.06% 264.000 K $ 2720 2013/06/30 26.395 K $ 10.69 %
2015/06/30 MTB M & T BK CORP 0.06% 260.000 K $ 2084 2013/06/30 -4.313 K $ -1.63 %
2015/06/30 CL COLGATE PALMOLIVE CO 0.06% 260.000 K $ 3967 2013/06/30 -16.946 K $ -5.67 %
2015/06/30 MJN MEAD JOHNSON NUTRITION CO 0.05% 241.000 K $ 2673 2013/06/30 -29.136 K $ -10.26 %
2015/06/30 DUK DUKE ENERGY CORP NEW 0.05% 240.000 K $ 3402 2013/06/30 -20.956 K $ -8.03 %