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JOYN Advisors’s Fulton Financial FULT Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-4,348
Closed -$67K – 586
2018
Q4 		$67K Sell
4,348
-836
-16% -$13.6K 0.02% 264
2018
Q3 		$86K Sell
5,184
-176
-3% -$3.08K 0.02% 252
2018
Q2 		$88K Sell
5,360
-6,057
-53% -$105K 0.02% 246
2018
Q1 		$203K Sell
11,417
-2,251
-16% -$41.5K 0.04% 128
2017
Q4 		$245K Buy
+13,668
New +$251K 0.05% 144

Other funds holding FULT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

JOYN Advisors's FULT Position: Q1 2019 in Review

JOYN Advisors sold out of Fulton Financial (FULT) in Q1 2019, closing a stake of 4,348 shares — an estimated $67K sold.

JOYN Advisors first reported a position in FULT in Q4 2017 and held it in 5 quarters. The position peaked at $245K in Q4 2017. 253 funds tracked by Wall St. Rank hold FULT as of Q1 2019.

  • JOYN Advisors reported no remaining Fulton Financial position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 4,348 Fulton Financial shares in Q1 2019, an estimated $67K.
  • JOYN Advisors first reported a position in Fulton Financial in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Fulton Financial position peaked at $245K in Q4 2017.
  • 253 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.