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Oakbrook Investments’s Fulton Financial FULT Stock Holding History

Oakbrook Investments’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
2019
Q2 		– Sell
-11,700
Closed -$181K – 618
2019
Q1 		$181K Sell
11,700
-300
-3% -$4.9K 0.01% 590
2018
Q4 		$186K Sell
12,000
-1,600
-12% -$26K 0.01% 553
2018
Q3 		$226K Buy
13,600
+100
+0.7% +$1.75K 0.01% 602
2018
Q2 		$223K Buy
13,500
+400
+3% +$6.93K 0.01% 516
2018
Q1 		$233K Buy
+13,100
New +$242K 0.01% 520
2017
Q1 		– Sell
-14,400
Closed -$271K – 544
2016
Q4 		$271K Buy
+14,400
New +$241K 0.02% 487
2016
Q2 		– Sell
-13,300
Closed -$178K – 573
2016
Q1 		$178K Sell
13,300
-1,600
-11% -$20.4K 0.01% 501
2015
Q4 		$194K Buy
14,900
+200
+1% +$2.68K 0.01% 523
2015
Q3 		$178K Buy
14,700
+100
+0.7% +$1.26K 0.01% 515
2015
Q2 		$191K Sell
14,600
-1,523
-9% -$19.3K 0.01% 526
2015
Q1 		$199K Buy
16,123
+500
+3% +$5.99K 0.01% 536
2014
Q4 		$193K Hold
15,623
– – 0.01% 544
2014
Q3 		$173K Sell
15,623
-2,060
-12% -$23.9K 0.01% 515
2014
Q2 		$219K Buy
17,683
+6,600
+60% +$80.6K 0.01% 557
2014
Q1 		$139K Sell
11,083
-877
-7% -$11K ﹤0.01% 580
2013
Q4 		$156K Sell
11,960
-1,100
-8% -$13.7K ﹤0.01% 584
2013
Q3 		$153K Buy
+13,060
New +$159K ﹤0.01% 583

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Oakbrook Investments's FULT Position: Q2 2019 in Review

Oakbrook Investments sold out of Fulton Financial (FULT) in Q2 2019, closing a stake of 11,700 shares — an estimated $181K sold.

Oakbrook Investments first reported a position in FULT in Q3 2013 and held it in 17 quarters. The position peaked at $271K in Q4 2016. 246 funds tracked by Wall St. Rank hold FULT as of Q2 2019.

  • Oakbrook Investments reported no remaining Fulton Financial position as of Q2 2019 after selling out during the quarter.
  • Oakbrook Investments sold 11,700 Fulton Financial shares in Q2 2019, an estimated $181K.
  • Oakbrook Investments first reported a position in Fulton Financial in Q3 2013 and held it in 17 quarters.
  • Oakbrook Investments's Fulton Financial position peaked at $271K in Q4 2016.
  • 246 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2019.

Based on Oakbrook Investments's 13F filing for Q2 2019, filed 18 Jul 2019.