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Bogle Investment Management’s Fulton Financial FULT Stock Holding History

Bogle Investment Management’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
Q3 		– Sell
-22,071
Closed -$273K – 366
2014
Q2 		$273K Buy
+22,071
New +$270K 0.02% 302

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bogle Investment Management's FULT Position: Q3 2014 in Review

Bogle Investment Management sold out of Fulton Financial (FULT) in Q3 2014, closing a stake of 22,071 shares — an estimated $273K sold.

Bogle Investment Management first reported a position in FULT in Q2 2014 and held it in 1 quarter. The position peaked at $273K in Q2 2014. 225 funds tracked by Wall St. Rank hold FULT as of Q3 2014.

  • Bogle Investment Management reported no remaining Fulton Financial position as of Q3 2014 after selling out during the quarter.
  • Bogle Investment Management sold 22,071 Fulton Financial shares in Q3 2014, an estimated $273K.
  • Bogle Investment Management first reported a position in Fulton Financial in Q2 2014 and held it in 1 quarter.
  • Bogle Investment Management's Fulton Financial position peaked at $273K in Q2 2014.
  • 225 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2014.

Based on Bogle Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.