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Kennedy Capital Management’s Fulton Financial FULT Stock Holding History

Kennedy Capital Management’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
2013
Q4 		– Sell
-137,519
Closed -$1.61M – 760
2013
Q3 		$1.61M Sell
137,519
-936,536
-87% -$11.4M 0.03% 579
2013
Q2 		$12.3M Buy
+1,074,055
New +$12.2M 0.25% 124

Other funds holding FULT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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

Kennedy Capital Management's FULT Position: Q4 2013 in Review

Kennedy Capital Management sold out of Fulton Financial (FULT) in Q4 2013, closing a stake of 137,519 shares — an estimated $1.61M sold.

Kennedy Capital Management first reported a position in FULT in Q2 2013 and held it in 2 quarters. The position peaked at $12.3M in Q2 2013. 203 funds tracked by Wall St. Rank hold FULT as of Q4 2013.

  • Kennedy Capital Management reported no remaining Fulton Financial position as of Q4 2013 after selling out during the quarter.
  • Kennedy Capital Management sold 137,519 Fulton Financial shares in Q4 2013, an estimated $1.61M.
  • Kennedy Capital Management first reported a position in Fulton Financial in Q2 2013 and held it in 2 quarters.
  • Kennedy Capital Management's Fulton Financial position peaked at $12.3M in Q2 2013.
  • 203 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2013.

Based on Kennedy Capital Management's 13F filing for Q4 2013, filed 13 Feb 2014.