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Northstar Wealth Partners’s Fulton Financial FULT Stock Holding History

Northstar Wealth Partners’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
2018
Q2 		– Sell
-43,846
Closed -$778K – 187
2018
Q1 		$778K Hold
43,846
– – 0.4% 79
2017
Q4 		$798K Hold
43,846
– – 0.71% 46
2017
Q3 		$833K Hold
43,846
– – 0.81% 44
2017
Q2 		$833K Hold
43,846
– – 0.76% 42
2017
Q1 		$756K Buy
+43,846
New +$813K 0.7% 42

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Northstar Wealth Partners's FULT Position: Q2 2018 in Review

Northstar Wealth Partners sold out of Fulton Financial (FULT) in Q2 2018, closing a stake of 43,846 shares — an estimated $778K sold.

Northstar Wealth Partners first reported a position in FULT in Q1 2017 and held it in 5 quarters. The position peaked at $833K in Q3 2017. 230 funds tracked by Wall St. Rank hold FULT as of Q2 2018.

  • Northstar Wealth Partners reported no remaining Fulton Financial position as of Q2 2018 after selling out during the quarter.
  • Northstar Wealth Partners sold 43,846 Fulton Financial shares in Q2 2018, an estimated $778K.
  • Northstar Wealth Partners first reported a position in Fulton Financial in Q1 2017 and held it in 5 quarters.
  • Northstar Wealth Partners's Fulton Financial position peaked at $833K in Q3 2017.
  • 230 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2018.

Based on Northstar Wealth Partners's 13F filing for Q2 2018, filed 14 Aug 2018.