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OFI Advisors’s Fulton Financial FULT Stock Holding History

OFI Advisors’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 		$115K Sell
9,470
-57
-0.6% -$718 0.01% 1426
2015
Q2 		$124K Sell
9,527
-256
-3% -$3.25K 0.01% 1424
2015
Q1 		$121K Sell
9,783
-134
-1% -$1.6K 0.01% 1444
2014
Q4 		$123K Sell
9,917
-1,367
-12% -$16.1K 0.01% 1415
2014
Q3 		$125K Buy
11,284
+785
+7% +$9.12K 0.01% 1365
2014
Q2 		$130K Buy
10,499
+1,209
+13% +$14.8K 0.01% 1359
2014
Q1 		$117K Buy
9,290
+990
+12% +$12.5K 0.01% 1367
2013
Q4 		$109K Buy
8,300
+398
+5% +$4.97K 0.01% 1387
2013
Q3 		$92K Sell
7,902
-153
-2% -$1.87K 0.01% 1361
2013
Q2 		$92K Buy
+8,055
New +$91.1K 0.01% 1302

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

OFI Advisors's FULT Position: Q3 2015 in Review

OFI Advisors reduced its Fulton Financial (FULT) stake by 0.6% in Q3 2015, selling an estimated $718 and leaving 9,470 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #1426.

OFI Advisors first reported a position in FULT in Q2 2013 and has held it in 10 quarters since. The position peaked at $130K in Q2 2014. 198 funds tracked by Wall St. Rank hold FULT as of Q3 2015.

  • OFI Advisors held 9,470 shares of Fulton Financial worth $115K as of Q3 2015.
  • OFI Advisors sold 57 Fulton Financial shares in Q3 2015, an estimated $718.
  • Fulton Financial made up 0.01% of OFI Advisors's portfolio in Q3 2015, its #1426 holding.
  • OFI Advisors first reported a position in Fulton Financial in Q2 2013 and has held it in 10 quarters since.
  • OFI Advisors's Fulton Financial position peaked at $130K in Q2 2014.
  • 198 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.