Kestrel Investment Management’s Fulton Financial FULT Stock Holding History

Kestrel Investment 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
2017 Q4	–	Sell	-529,900	Closed	-$9.94M	–	43
2017 Q3	$9.94M	Sell	529,900 -6,000	-1%	-$108K	3.51%	4
2017 Q2	$10.2M	Sell	535,900 -25,900	-5%	-$471K	3.77%	4
2017 Q1	$10M	Sell	561,800 -22,900	-4%	-$424K	3.72%	3
2016 Q4	$11M	Sell	584,700 -2,900	-0.5%	-$48.6K	4.1%	3
2016 Q3	$8.53M	Sell	587,600 -58,600	-9%	-$822K	3.61%	6
2016 Q2	$8.72M	Sell	646,200 -79,600	-11%	-$1.09M	3.61%	6
2016 Q1	$9.71M	Sell	725,800 -11,150	-2%	-$142K	3.74%	5
2015 Q4	$9.59M	Sell	736,950 -113,600	-13%	-$1.52M	3.83%	6
2015 Q3	$10.3M	Sell	850,550 -11,100	-1%	-$140K	3.59%	6
2015 Q2	$11.3M	Sell	861,650 -787,300	-48%	-$9.98M	3.48%	9
2015 Q1	$20.3M	Sell	1,648,950 -67,400	-4%	-$807K	2.78%	11
2014 Q4	$21.2M	Sell	1,716,350 -33,300	-2%	-$392K	2.83%	11
2014 Q3	$19.4M	Buy	+1,749,650	New	+$20.3M	2.74%	11

Other funds holding FULT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestrel Investment Management's FULT Position: Q4 2017 in Review

Kestrel Investment Management sold out of Fulton Financial (FULT) in Q4 2017, closing a stake of 529,900 shares — an estimated $9.94M sold.

Kestrel Investment Management first reported a position in FULT in Q3 2014 and held it in 13 quarters. The position peaked at $21.2M in Q4 2014. 238 funds tracked by Wall St. Rank hold FULT as of Q4 2017.

Kestrel Investment Management reported no remaining Fulton Financial position as of Q4 2017 after selling out during the quarter.
Kestrel Investment Management sold 529,900 Fulton Financial shares in Q4 2017, an estimated $9.94M.
Kestrel Investment Management first reported a position in Fulton Financial in Q3 2014 and held it in 13 quarters.
Kestrel Investment Management's Fulton Financial position peaked at $21.2M in Q4 2014.
238 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2017.

Based on Kestrel Investment Management's 13F filing for Q4 2017, filed 13 Feb 2018.