Fulton Bank’s iShares S&P 100 ETF OEF Stock Holding History

Fulton Bank’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-4,877	Closed	-$583K	–	468
2018 Q2	$583K	Buy	+4,877	New	+$581K	0.04%	252

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFW

Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fulton Bank's OEF Position: Q3 2018 in Review

Fulton Bank sold out of iShares S&P 100 ETF (OEF) in Q3 2018, closing a stake of 4,877 shares — an estimated $583K sold.

Fulton Bank first reported a position in OEF in Q2 2018 and held it in 1 quarter. The position peaked at $583K in Q2 2018. 298 funds tracked by Wall St. Rank hold OEF as of Q3 2018.

Fulton Bank reported no remaining iShares S&P 100 ETF position as of Q3 2018 after selling out during the quarter.
Fulton Bank sold 4,877 iShares S&P 100 ETF shares in Q3 2018, an estimated $583K.
Fulton Bank first reported a position in iShares S&P 100 ETF in Q2 2018 and held it in 1 quarter.
Fulton Bank's iShares S&P 100 ETF position peaked at $583K in Q2 2018.
298 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2018.

Based on Fulton Bank's 13F filing for Q3 2018, filed 3 Oct 2018.