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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
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SVB Wealth's FULT Position: Q3 2018 in Review

SVB Wealth sold out of Fulton Financial (FULT) in Q3 2018, closing a stake of 28,915 shares — an estimated $477K sold.

SVB Wealth first reported a position in FULT in Q3 2015 and held it in 12 quarters. The position peaked at $962K in Q1 2018. 238 funds tracked by Wall St. Rank hold FULT as of Q3 2018.

  • SVB Wealth reported no remaining Fulton Financial position as of Q3 2018 after selling out during the quarter.
  • SVB Wealth sold 28,915 Fulton Financial shares in Q3 2018, an estimated $477K.
  • SVB Wealth first reported a position in Fulton Financial in Q3 2015 and held it in 12 quarters.
  • SVB Wealth's Fulton Financial position peaked at $962K in Q1 2018.
  • 238 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2018.

Based on SVB Wealth's 13F filing for Q3 2018, filed 13 Nov 2018.