ACI
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Advance Capital I’s Fulton Financial FULT Stock Holding History

Advance Capital I’s Portfolio FULT Stock Details FULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-50,900
Closed -$666K – 212
2013
Q4 		$666K Buy
50,900
+21,400
+73% +$267K 0.32% 170
2013
Q3 		$345K Buy
29,500
+9,900
+51% +$121K 0.18% 260
2013
Q2 		$225K Buy
+19,600
New +$222K 0.11% 318

Other funds holding FULT

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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advance Capital I's FULT Position: Q1 2014 in Review

Advance Capital I sold out of Fulton Financial (FULT) in Q1 2014, closing a stake of 50,900 shares — an estimated $666K sold.

Advance Capital I first reported a position in FULT in Q2 2013 and held it in 3 quarters. The position peaked at $666K in Q4 2013. 223 funds tracked by Wall St. Rank hold FULT as of Q1 2014.

  • Advance Capital I reported no remaining Fulton Financial position as of Q1 2014 after selling out during the quarter.
  • Advance Capital I sold 50,900 Fulton Financial shares in Q1 2014, an estimated $666K.
  • Advance Capital I first reported a position in Fulton Financial in Q2 2013 and held it in 3 quarters.
  • Advance Capital I's Fulton Financial position peaked at $666K in Q4 2013.
  • 223 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2014.

Based on Advance Capital I's 13F filing for Q1 2014, filed 15 May 2014.