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Legacy Financial Advisors’s Fulton Financial FULT Stock Holding History

Legacy Financial 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
Q2 		– Sell
-885
Closed -$14K – 408
2019
Q1 		$14K Hold
885
– – ﹤0.01% 538
2018
Q4 		$14K Sell
885
-36
-4% -$586 0.01% 481
2018
Q3 		$15K Hold
921
– – 0.01% 421
2018
Q2 		$15K Buy
+921
New +$16K 0.01% 429

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Legacy Financial Advisors's FULT Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Fulton Financial (FULT) in Q2 2019, closing a stake of 885 shares — an estimated $14K sold.

Legacy Financial Advisors first reported a position in FULT in Q2 2018 and held it in 4 quarters. The position peaked at $15K in Q3 2018. 246 funds tracked by Wall St. Rank hold FULT as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Fulton Financial position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 885 Fulton Financial shares in Q2 2019, an estimated $14K.
  • Legacy Financial Advisors first reported a position in Fulton Financial in Q2 2018 and held it in 4 quarters.
  • Legacy Financial Advisors's Fulton Financial position peaked at $15K in Q3 2018.
  • 246 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.