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Rational Advisors’s Fulton Financial FULT Stock Holding History

Rational 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
Q1 		– Sell
-221,750
Closed -$2.74M – 507
2014
Q4 		$2.74M Buy
+221,750
New +$2.61M 0.54% 65
2013
Q4 		$5.54M Buy
423,344
+130,120
+44% +$1.62M 0.48% 57
2013
Q3 		$3.42M Buy
293,224
+147,865
+102% +$1.8M 0.26% 112
2013
Q2 		$1.67M Buy
+145,359
New +$1.64M 0.14% 246

Other funds holding FULT

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
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

Rational Advisors's FULT Position: Q1 2015 in Review

Rational Advisors sold out of Fulton Financial (FULT) in Q1 2015, closing a stake of 221,750 shares — an estimated $2.74M sold.

Rational Advisors first reported a position in FULT in Q2 2013 and held it in 4 quarters. The position peaked at $5.54M in Q4 2013. 219 funds tracked by Wall St. Rank hold FULT as of Q1 2015.

  • Rational Advisors reported no remaining Fulton Financial position as of Q1 2015 after selling out during the quarter.
  • Rational Advisors sold 221,750 Fulton Financial shares in Q1 2015, an estimated $2.74M.
  • Rational Advisors first reported a position in Fulton Financial in Q2 2013 and held it in 4 quarters.
  • Rational Advisors's Fulton Financial position peaked at $5.54M in Q4 2013.
  • 219 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2015.

Based on Rational Advisors's 13F filing for Q1 2015, filed 4 May 2015.