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HighPoint Advisor Group’s Fulton Financial FULT Stock Holding History

HighPoint Advisor Group’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
2016
Q3 		– Sell
-15,092
Closed -$211K – 296
2016
Q2 		$211K Sell
15,092
-3,817
-20% -$52.3K 0.07% 252
2016
Q1 		$267K Sell
18,909
-586
-3% -$7.47K 0.16% 148
2015
Q4 		$238K Buy
19,495
+4,113
+27% +$55.2K 0.16% 161
2015
Q3 		$186K Buy
+15,382
New +$194K 0.21% 132

Other funds holding FULT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

HighPoint Advisor Group's FULT Position: Q3 2016 in Review

HighPoint Advisor Group sold out of Fulton Financial (FULT) in Q3 2016, closing a stake of 15,092 shares — an estimated $211K sold.

HighPoint Advisor Group first reported a position in FULT in Q3 2015 and held it in 4 quarters. The position peaked at $267K in Q1 2016. 213 funds tracked by Wall St. Rank hold FULT as of Q3 2016.

  • HighPoint Advisor Group reported no remaining Fulton Financial position as of Q3 2016 after selling out during the quarter.
  • HighPoint Advisor Group sold 15,092 Fulton Financial shares in Q3 2016, an estimated $211K.
  • HighPoint Advisor Group first reported a position in Fulton Financial in Q3 2015 and held it in 4 quarters.
  • HighPoint Advisor Group's Fulton Financial position peaked at $267K in Q1 2016.
  • 213 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2016.

Based on HighPoint Advisor Group's 13F filing for Q3 2016, filed 21 Nov 2016.