National Penn Investors Trust’s Fulton Financial FULT Stock Holding History

National Penn Investors Trust’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
2016 Q1	$362K	Hold	27,075	–	–	0.04%	156
2015 Q4	$352K	Buy	27,075 +143	+0.5%	+$1.92K	0.04%	162
2015 Q3	$326K	Sell	26,932 -599	-2%	-$7.54K	0.04%	162
2015 Q2	$360K	Hold	27,531	–	–	0.04%	163
2015 Q1	$340K	Sell	27,531 -1,044	-4%	-$12.5K	0.04%	165
2014 Q4	$353K	Hold	28,575	–	–	0.04%	140
2014 Q3	$317K	Sell	28,575 -4,681	-14%	-$54.4K	0.04%	147
2014 Q2	$412K	Buy	33,256 +1,360	+4%	+$16.6K	0.05%	137
2014 Q1	$402K	Hold	31,896	–	–	0.05%	144
2013 Q4	$417K	Sell	31,896 -440	-1%	-$5.49K	0.05%	155
2013 Q3	$377K	Sell	32,336 -112,917	-78%	-$1.38M	0.05%	155
2013 Q2	$1.67M	Buy	+145,253	New	+$1.64M	0.21%	100

Other funds holding FULT

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

National Penn Investors Trust's FULT Position: Q1 2016 in Review

National Penn Investors Trust held its Fulton Financial (FULT) position steady in Q1 2016 at 27,075 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #156.

National Penn Investors Trust first reported a position in FULT in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.67M in Q2 2013. 212 funds tracked by Wall St. Rank hold FULT as of Q1 2016.

National Penn Investors Trust held 27,075 shares of Fulton Financial worth $362K as of Q1 2016.
National Penn Investors Trust left its Fulton Financial share count unchanged in Q1 2016.
Fulton Financial made up 0.04% of National Penn Investors Trust's portfolio in Q1 2016, its #156 holding.
National Penn Investors Trust first reported a position in Fulton Financial in Q2 2013 and has held it in 12 quarters since.
National Penn Investors Trust's Fulton Financial position peaked at $1.67M in Q2 2013.
212 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.