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Index Management Solutions’s Fulton Financial FULT Stock Holding History

Index Management Solutions’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
2014
Q4 		– Sell
-17,790
Closed -$197K – 871
2014
Q3 		$197K Buy
17,790
+1,275
+8% +$14.8K 0.02% 651
2014
Q2 		$205K Buy
16,515
+11,526
+231% +$141K 0.03% 627
2014
Q1 		$63K Buy
+4,989
New +$62.8K 0.01% 686

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
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

Index Management Solutions's FULT Position: Q4 2014 in Review

Index Management Solutions sold out of Fulton Financial (FULT) in Q4 2014, closing a stake of 17,790 shares — an estimated $197K sold.

Index Management Solutions first reported a position in FULT in Q1 2014 and held it in 3 quarters. The position peaked at $205K in Q2 2014. 227 funds tracked by Wall St. Rank hold FULT as of Q4 2014.

  • Index Management Solutions reported no remaining Fulton Financial position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 17,790 Fulton Financial shares in Q4 2014, an estimated $197K.
  • Index Management Solutions first reported a position in Fulton Financial in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Fulton Financial position peaked at $205K in Q2 2014.
  • 227 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.