SVB Wealth’s Fulton Financial FULT Stock Holding History

SVB Wealth’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 Q3	–	Sell	-28,915	Closed	-$477K	–	449
2018 Q2	$477K	Sell	28,915 -25,293	-47%	-$439K	0.02%	336
2018 Q1	$962K	Buy	54,208 +6,220	+13%	+$115K	0.04%	266
2017 Q4	$859K	Buy	47,988 +1,021	+2%	+$18.8K	0.03%	280
2017 Q3	$881K	Buy	46,967 +2,152	+5%	+$38.7K	0.03%	274
2017 Q2	$851K	Buy	44,815 +5,178	+13%	+$94.1K	0.03%	279
2017 Q1	$708K	Buy	39,637 +4,399	+12%	+$81.5K	0.03%	300
2016 Q4	$662K	Buy	35,238 +13,162	+60%	+$220K	0.03%	308
2016 Q3	$321K	Buy	22,076 +4,260	+24%	+$59.8K	0.01%	423
2016 Q2	$241K	Buy	17,816 +3,000	+20%	+$41.1K	0.01%	456
2016 Q1	$198K	Buy	14,816 +2,956	+25%	+$37.7K	0.01%	496
2015 Q4	$154K	Sell	11,860 -260	-2%	-$3.49K	0.01%	518
2015 Q3	$147K	Buy	+12,120	New	+$153K	0.01%	527

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

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

Victory Capital Management

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

Bank of New York Mellon

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

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM