Aris Wealth Services’s Fulton Financial FULT Stock Holding History

Aris Wealth Services’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
2015 Q3	$145K	Hold	11,980	–	–	0.3%	48
2015 Q2	$156K	Hold	11,980	–	–	0.14%	115
2015 Q1	$148K	Hold	11,980	–	–	0.14%	117
2014 Q4	$148K	Hold	11,980	–	–	0.16%	105
2014 Q3	$133K	Hold	11,980	–	–	0.17%	96
2014 Q2	$148K	Hold	11,980	–	–	0.19%	98
2014 Q1	$151K	Hold	11,980	–	–	0.22%	87
2013 Q4	$157K	Hold	11,980	–	–	0.26%	89
2013 Q3	$140K	Hold	11,980	–	–	0.26%	84
2013 Q2	$138K	Buy	+11,980	New	+$136K	0.3%	68

Other funds holding FULT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aris Wealth Services's FULT Position: Q3 2015 in Review

Aris Wealth Services held its Fulton Financial (FULT) position steady in Q3 2015 at 11,980 shares worth $145K. The position accounts for 0.3% of the portfolio, ranked #48.

Aris Wealth Services first reported a position in FULT in Q2 2013 and has held it in 10 quarters since. The position peaked at $157K in Q4 2013. 198 funds tracked by Wall St. Rank hold FULT as of Q3 2015.

Aris Wealth Services held 11,980 shares of Fulton Financial worth $145K as of Q3 2015.
Aris Wealth Services left its Fulton Financial share count unchanged in Q3 2015.
Fulton Financial made up 0.3% of Aris Wealth Services's portfolio in Q3 2015, its #48 holding.
Aris Wealth Services first reported a position in Fulton Financial in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Fulton Financial position peaked at $157K in Q4 2013.
198 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.