Carroll Financial Associates’s Fulton Financial FULT Stock Holding History

Carroll Financial Associates’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
2020 Q1	–	Sell	-3,166	Closed	-$55K	–	1527
2019 Q4	$55K	Hold	3,166	–	–	﹤0.01%	629
2019 Q3	$51K	Hold	3,166	–	–	﹤0.01%	626
2019 Q2	$51K	Hold	3,166	–	–	﹤0.01%	614
2019 Q1	$49K	Hold	3,166	–	–	﹤0.01%	569
2018 Q4	$51K	Hold	3,166	–	–	0.01%	482
2018 Q3	$52K	Hold	3,166	–	–	0.01%	498
2018 Q2	$52K	Hold	3,166	–	–	0.01%	492
2018 Q1	$56K	Hold	3,166	–	–	0.01%	468
2017 Q4	$56K	Hold	3,166	–	–	0.01%	465
2017 Q3	$59K	Hold	3,166	–	–	0.01%	461
2017 Q2	$60K	Hold	3,166	–	–	0.01%	455
2017 Q1	$56K	Hold	3,166	–	–	0.01%	457
2016 Q4	$59K	Sell	3,166 -1,000	-24%	-$16.8K	0.01%	435
2016 Q3	$60K	Hold	4,166	–	–	0.01%	432
2016 Q2	$56K	Hold	4,166	–	–	0.01%	425
2016 Q1	$55K	Hold	4,166	–	–	0.01%	411
2015 Q4	$54K	Hold	4,166	–	–	0.01%	387
2015 Q3	$53K	Hold	4,166	–	–	0.01%	377
2015 Q2	$54K	Hold	4,166	–	–	0.01%	355
2015 Q1	$51K	Hold	4,166	–	–	0.02%	280
2014 Q4	$48K	Hold	4,166	–	–	0.03%	250
2014 Q3	$50K	Buy	+4,166	New	+$48.4K	0.02%	309

Other funds holding FULT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carroll Financial Associates's FULT Position: Q1 2020 in Review

Carroll Financial Associates sold out of Fulton Financial (FULT) in Q1 2020, closing a stake of 3,166 shares — an estimated $55K sold.

Carroll Financial Associates first reported a position in FULT in Q3 2014 and held it in 22 quarters. The position peaked at $60K in Q2 2017. 238 funds tracked by Wall St. Rank hold FULT as of Q1 2020.

Carroll Financial Associates reported no remaining Fulton Financial position as of Q1 2020 after selling out during the quarter.
Carroll Financial Associates sold 3,166 Fulton Financial shares in Q1 2020, an estimated $55K.
Carroll Financial Associates first reported a position in Fulton Financial in Q3 2014 and held it in 22 quarters.
Carroll Financial Associates's Fulton Financial position peaked at $60K in Q2 2017.
238 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.