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Avantax Planning Partners’s Fulton Financial FULT Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-398
Closed -$7K – 678
2018
Q1 		$7K Buy
+398
New +$7.34K ﹤0.01% 1196

Other funds holding FULT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Avantax Planning Partners's FULT Position: Q2 2018 in Review

Avantax Planning Partners sold out of Fulton Financial (FULT) in Q2 2018, closing a stake of 398 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in FULT in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 230 funds tracked by Wall St. Rank hold FULT as of Q2 2018.

  • Avantax Planning Partners reported no remaining Fulton Financial position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 398 Fulton Financial shares in Q2 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Fulton Financial in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Fulton Financial position peaked at $7K in Q1 2018.
  • 230 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.