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Steel Grove Capital Advisors’s Fulton Financial FULT Stock Holding History

Steel Grove Capital 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
2014
Q3 		$144K Buy
12,881
+716
+6% +$8.31K 0.03% 133
2014
Q2 		$152K Buy
+12,165
New +$149K 0.04% 129

Other funds holding FULT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steel Grove Capital Advisors's FULT Position: Q3 2014 in Review

Steel Grove Capital Advisors increased its Fulton Financial (FULT) stake by 5.9% in Q3 2014, buying an estimated $8.31K and bringing the position to 12,881 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #133.

Steel Grove Capital Advisors first reported a position in FULT in Q2 2014 and has held it in 2 quarters since. The position peaked at $152K in Q2 2014. 225 funds tracked by Wall St. Rank hold FULT as of Q3 2014.

  • Steel Grove Capital Advisors held 12,881 shares of Fulton Financial worth $144K as of Q3 2014.
  • Steel Grove Capital Advisors bought 716 Fulton Financial shares in Q3 2014, an estimated $8.31K.
  • Fulton Financial made up 0.03% of Steel Grove Capital Advisors's portfolio in Q3 2014, its #133 holding.
  • Steel Grove Capital Advisors first reported a position in Fulton Financial in Q2 2014 and has held it in 2 quarters since.
  • Steel Grove Capital Advisors's Fulton Financial position peaked at $152K in Q2 2014.
  • 225 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2014.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.