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Perkins Investment Management’s Fulton Financial FULT Stock Holding History

Perkins Investment 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
2014
Q4 		– Sell
-140,245
Closed -$1.55M – 263
2014
Q3 		$1.55M Buy
140,245
+9,899
+8% +$115K 0.01% 230
2014
Q2 		$1.61M Sell
130,346
-8,817,982
-99% -$108M 0.01% 232
2014
Q1 		$113M Sell
8,948,328
-1,737,766
-16% -$21.9M 0.86% 43
2013
Q4 		$140M Sell
10,686,094
-1,812,715
-15% -$22.6M 0.97% 32
2013
Q3 		$146M Sell
12,498,809
-797,973
-6% -$9.74M 1% 29
2013
Q2 		$153M Buy
+13,296,782
New +$150M 1.03% 18

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
FMA
Fiduciary Management Associates Chicago, Illinois $1.53B AUM 4.47% 1-Year Est. Return

Perkins Investment Management's FULT Position: Q4 2014 in Review

Perkins Investment Management sold out of Fulton Financial (FULT) in Q4 2014, closing a stake of 140,245 shares — an estimated $1.55M sold.

Perkins Investment Management first reported a position in FULT in Q2 2013 and held it in 6 quarters. The position peaked at $153M in Q2 2013. 227 funds tracked by Wall St. Rank hold FULT as of Q4 2014.

  • Perkins Investment Management reported no remaining Fulton Financial position as of Q4 2014 after selling out during the quarter.
  • Perkins Investment Management sold 140,245 Fulton Financial shares in Q4 2014, an estimated $1.55M.
  • Perkins Investment Management first reported a position in Fulton Financial in Q2 2013 and held it in 6 quarters.
  • Perkins Investment Management's Fulton Financial position peaked at $153M in Q2 2013.
  • 227 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2014.

Based on Perkins Investment Management's 13F filing for Q4 2014, filed 17 Feb 2015.