MIS
FULT icon

Morningstar Investment Services’s Fulton Financial FULT Stock Holding History

Morningstar Investment 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
Q3 		– Sell
-14,400
Closed -$188K – 221
2015
Q2 		$188K Sell
14,400
-9,802
-41% -$124K 0.01% 207
2015
Q1 		$299K Sell
24,202
-2,783
-10% -$33.3K 0.01% 191
2014
Q4 		$334K Buy
26,985
+16,629
+161% +$196K 0.02% 190
2014
Q3 		$115K Buy
+10,356
New +$120K 0.01% 213
2013
Q3 		– Sell
-21,046
Closed -$242K – 199
2013
Q2 		$242K Buy
+21,046
New +$238K 0.03% 185

Other funds holding FULT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Morningstar Investment Services's FULT Position: Q3 2015 in Review

Morningstar Investment Services sold out of Fulton Financial (FULT) in Q3 2015, closing a stake of 14,400 shares — an estimated $188K sold.

Morningstar Investment Services first reported a position in FULT in Q2 2013 and held it in 5 quarters. The position peaked at $334K in Q4 2014. 198 funds tracked by Wall St. Rank hold FULT as of Q3 2015.

  • Morningstar Investment Services reported no remaining Fulton Financial position as of Q3 2015 after selling out during the quarter.
  • Morningstar Investment Services sold 14,400 Fulton Financial shares in Q3 2015, an estimated $188K.
  • Morningstar Investment Services first reported a position in Fulton Financial in Q2 2013 and held it in 5 quarters.
  • Morningstar Investment Services's Fulton Financial position peaked at $334K in Q4 2014.
  • 198 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2015.

Based on Morningstar Investment Services's 13F filing for Q3 2015, filed 20 Oct 2015.