DCLA
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Douglas C. Lane & Associates’s Fulton Financial FULT Stock Holding History

Douglas C. Lane & 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
2015
Q1 		– Sell
-10,950
Closed -$135K – 245
2014
Q4 		$135K Hold
10,950
– – ﹤0.01% 228
2014
Q3 		$121K Sell
10,950
-6,000
-35% -$69.7K ﹤0.01% 221
2014
Q2 		$210K Sell
16,950
-2,100
-11% -$25.7K 0.01% 206
2014
Q1 		$240K Buy
19,050
+950
+5% +$12K 0.01% 190
2013
Q4 		$237K Hold
18,100
– – 0.01% 182
2013
Q3 		$211K Hold
18,100
– – 0.01% 178
2013
Q2 		$208K Buy
+18,100
New +$205K 0.01% 190

Other funds holding FULT

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
FMA
Fiduciary Management Associates Chicago, Illinois $1.53B AUM 4.47% 1-Year Est. Return

Douglas C. Lane & Associates's FULT Position: Q1 2015 in Review

Douglas C. Lane & Associates sold out of Fulton Financial (FULT) in Q1 2015, closing a stake of 10,950 shares — an estimated $135K sold.

Douglas C. Lane & Associates first reported a position in FULT in Q2 2013 and held it in 7 quarters. The position peaked at $240K in Q1 2014. 219 funds tracked by Wall St. Rank hold FULT as of Q1 2015.

  • Douglas C. Lane & Associates reported no remaining Fulton Financial position as of Q1 2015 after selling out during the quarter.
  • Douglas C. Lane & Associates sold 10,950 Fulton Financial shares in Q1 2015, an estimated $135K.
  • Douglas C. Lane & Associates first reported a position in Fulton Financial in Q2 2013 and held it in 7 quarters.
  • Douglas C. Lane & Associates's Fulton Financial position peaked at $240K in Q1 2014.
  • 219 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q1 2015, filed 8 Apr 2015.