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IBM Retirement Fund’s Fulton Financial FULT Stock Holding History

IBM Retirement Fund’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
Q2 		– Sell
-45,492
Closed -$561K – 1050
2015
Q1 		$561K Sell
45,492
-215
-0.5% -$2.58K 0.01% 935
2014
Q4 		$565K Buy
45,707
+4,429
+11% +$52.2K 0.01% 935
2014
Q3 		$457K Sell
41,278
-5,335
-11% -$62K 0.01% 960
2014
Q2 		$581K Sell
46,613
-1,765
-4% -$21.6K 0.01% 956
2014
Q1 		$615K Sell
48,378
-27,537
-36% -$347K 0.01% 914
2013
Q4 		$993K Sell
75,915
-3,153
-4% -$39.4K 0.01% 901
2013
Q3 		$924K Sell
79,068
-11,219
-12% -$137K 0.01% 915
2013
Q2 		$1.04M Buy
+90,287
New +$1.02M 0.01% 899

Other funds holding FULT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
FMA
Fiduciary Management Associates Chicago, Illinois $1.53B AUM 4.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

IBM Retirement Fund's FULT Position: Q2 2015 in Review

IBM Retirement Fund sold out of Fulton Financial (FULT) in Q2 2015, closing a stake of 45,492 shares — an estimated $561K sold.

IBM Retirement Fund first reported a position in FULT in Q2 2013 and held it in 8 quarters. The position peaked at $1.04M in Q2 2013. 218 funds tracked by Wall St. Rank hold FULT as of Q2 2015.

  • IBM Retirement Fund reported no remaining Fulton Financial position as of Q2 2015 after selling out during the quarter.
  • IBM Retirement Fund sold 45,492 Fulton Financial shares in Q2 2015, an estimated $561K.
  • IBM Retirement Fund first reported a position in Fulton Financial in Q2 2013 and held it in 8 quarters.
  • IBM Retirement Fund's Fulton Financial position peaked at $1.04M in Q2 2013.
  • 218 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2015.

Based on IBM Retirement Fund's 13F filing for Q2 2015, filed 27 Aug 2015.