Summit Trail Advisors’s Fulton Financial FULT Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-51	Closed	-$1K	–	887
2017 Q4	$1K	Buy	+51	New	+$937	﹤0.01%	1793

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

Summit Trail Advisors's FULT Position: Q1 2018 in Review

Summit Trail Advisors sold out of Fulton Financial (FULT) in Q1 2018, closing a stake of 51 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in FULT in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 224 funds tracked by Wall St. Rank hold FULT as of Q1 2018.

Summit Trail Advisors reported no remaining Fulton Financial position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 51 Fulton Financial shares in Q1 2018, an estimated $1K.
Summit Trail Advisors first reported a position in Fulton Financial in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Fulton Financial position peaked at $1K in Q4 2017.
224 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.