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Essex Financial Services’s Fulton Financial FULT Stock Holding History

Essex Financial 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
2013
Q3 		– Sell
-19,804
Closed -$227K – 267
2013
Q2 		$227K Buy
+19,804
New +$224K 0.08% 227

Other funds holding FULT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
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
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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Essex Financial Services's FULT Position: Q3 2013 in Review

Essex Financial Services sold out of Fulton Financial (FULT) in Q3 2013, closing a stake of 19,804 shares — an estimated $227K sold.

Essex Financial Services first reported a position in FULT in Q2 2013 and held it in 1 quarter. The position peaked at $227K in Q2 2013. 207 funds tracked by Wall St. Rank hold FULT as of Q3 2013.

  • Essex Financial Services reported no remaining Fulton Financial position as of Q3 2013 after selling out during the quarter.
  • Essex Financial Services sold 19,804 Fulton Financial shares in Q3 2013, an estimated $227K.
  • Essex Financial Services first reported a position in Fulton Financial in Q2 2013 and held it in 1 quarter.
  • Essex Financial Services's Fulton Financial position peaked at $227K in Q2 2013.
  • 207 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2013.

Based on Essex Financial Services's 13F filing for Q3 2013, filed 14 Nov 2013.