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New England Research & Management’s Fulton Financial FULT Stock Holding History

New England Research & 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
2015
Q3 		– Sell
-19,550
Closed -$255K – 174
2015
Q2 		$255K Sell
19,550
-12,250
-39% -$155K 0.21% 148
2015
Q1 		$392K Sell
31,800
-600
-2% -$7.19K 0.34% 113
2014
Q4 		$400K Sell
32,400
-2,550
-7% -$30K 0.34% 120
2014
Q3 		$387K Buy
34,950
+10,200
+41% +$118K 0.34% 115
2014
Q2 		$307K Buy
+24,750
New +$302K 0.27% 124

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

New England Research & Management's FULT Position: Q3 2015 in Review

New England Research & Management sold out of Fulton Financial (FULT) in Q3 2015, closing a stake of 19,550 shares — an estimated $255K sold.

New England Research & Management first reported a position in FULT in Q2 2014 and held it in 5 quarters. The position peaked at $400K in Q4 2014. 198 funds tracked by Wall St. Rank hold FULT as of Q3 2015.

  • New England Research & Management reported no remaining Fulton Financial position as of Q3 2015 after selling out during the quarter.
  • New England Research & Management sold 19,550 Fulton Financial shares in Q3 2015, an estimated $255K.
  • New England Research & Management first reported a position in Fulton Financial in Q2 2014 and held it in 5 quarters.
  • New England Research & Management's Fulton Financial position peaked at $400K in Q4 2014.
  • 198 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2015.

Based on New England Research & Management's 13F filing for Q3 2015, filed 6 Oct 2015.