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Placemark Investments’s Fulton Financial FULT Stock Holding History

Placemark 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
2014
Q4 		$1.01M Buy
81,725
+3,082
+4% +$36.3K 0.02% 871
2014
Q3 		$871K Buy
78,643
+24,438
+45% +$284K 0.02% 934
2014
Q2 		$671K Sell
54,205
-568
-1% -$6.94K 0.01% 1054
2014
Q1 		$689K Buy
54,773
+1,204
+2% +$15.2K 0.01% 976
2013
Q4 		$701K Buy
53,569
+1,885
+4% +$23.5K 0.01% 993
2013
Q3 		$603K Buy
51,684
+623
+1% +$7.6K 0.01% 1014
2013
Q2 		$586K Buy
+51,061
New +$578K 0.01% 979

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

Placemark Investments's FULT Position: Q4 2014 in Review

Placemark Investments increased its Fulton Financial (FULT) stake by 3.9% in Q4 2014, buying an estimated $36.3K and bringing the position to 81,725 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #871.

Placemark Investments first reported a position in FULT in Q2 2013 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold FULT as of Q4 2014.

  • Placemark Investments held 81,725 shares of Fulton Financial worth $1.01M as of Q4 2014.
  • Placemark Investments bought 3,082 Fulton Financial shares in Q4 2014, an estimated $36.3K.
  • Fulton Financial made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #871 holding.
  • Placemark Investments first reported a position in Fulton Financial in Q2 2013 and has held it in 7 quarters since.
  • 227 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.