River Wealth Advisors’s Fulton Financial FULT Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-1,306	Closed	-$20K	–	272
2018 Q4	$20K	Sell	1,306 -9,300	-88%	-$151K	0.01%	334
2018 Q3	$177K	Hold	10,606	–	–	0.07%	171
2018 Q2	$175K	Hold	10,606	–	–	0.07%	169
2018 Q1	$188K	Hold	10,606	–	–	0.08%	160
2017 Q4	$190K	Hold	10,606	–	–	0.08%	162
2017 Q3	$199K	Hold	10,606	–	–	0.09%	154
2017 Q2	$202K	Buy	10,606 +404	+4%	+$7.35K	0.09%	157
2017 Q1	$182K	Buy	+10,202	New	+$189K	0.09%	152

Other funds holding FULT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

River Wealth Advisors's FULT Position: Q1 2019 in Review

River Wealth Advisors sold out of Fulton Financial (FULT) in Q1 2019, closing a stake of 1,306 shares — an estimated $20K sold.

River Wealth Advisors first reported a position in FULT in Q1 2017 and held it in 8 quarters. The position peaked at $202K in Q2 2017. 253 funds tracked by Wall St. Rank hold FULT as of Q1 2019.

River Wealth Advisors reported no remaining Fulton Financial position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 1,306 Fulton Financial shares in Q1 2019, an estimated $20K.
River Wealth Advisors first reported a position in Fulton Financial in Q1 2017 and held it in 8 quarters.
River Wealth Advisors's Fulton Financial position peaked at $202K in Q2 2017.
253 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.