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McNamara Financial Services’s Fulton Financial FULT Stock Holding History

McNamara Financial Services’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
2015
Q1 		– Sell
-529
Closed -$7K – 94
2014
Q4 		$7K Buy
+529
New +$6.23K 0.01% 161

Other funds holding FULT

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
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

McNamara Financial Services's FULT Position: Q1 2015 in Review

McNamara Financial Services sold out of Fulton Financial (FULT) in Q1 2015, closing a stake of 529 shares — an estimated $7K sold.

McNamara Financial Services first reported a position in FULT in Q4 2014 and held it in 1 quarter. The position peaked at $7K in Q4 2014. 219 funds tracked by Wall St. Rank hold FULT as of Q1 2015.

  • McNamara Financial Services reported no remaining Fulton Financial position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 529 Fulton Financial shares in Q1 2015, an estimated $7K.
  • McNamara Financial Services first reported a position in Fulton Financial in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Fulton Financial position peaked at $7K in Q4 2014.
  • 219 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.