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UBS’s Fulton Financial FULT Stock Holding History

UBS’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 		$52K Hold
4,729
– – ﹤0.01% 6776
2014
Q2 		$59K Sell
4,729
-13,213
-74% -$161K ﹤0.01% 6650
2014
Q1 		$226K Sell
17,942
-9,943
-36% -$125K ﹤0.01% 5047
2013
Q4 		$365K Buy
27,885
+8,375
+43% +$105K ﹤0.01% 4648
2013
Q3 		$228K Sell
19,510
-21,369
-52% -$261K ﹤0.01% 5030
2013
Q2 		$470K Buy
+40,879
New +$463K ﹤0.01% 4162

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

UBS's FULT Position: Q3 2014 in Review

UBS held its Fulton Financial (FULT) position steady in Q3 2014 at 4,729 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #6776.

UBS first reported a position in FULT in Q2 2013 and has held it in 6 quarters since. The position peaked at $470K in Q2 2013. 225 funds tracked by Wall St. Rank hold FULT as of Q3 2014.

  • UBS held 4,729 shares of Fulton Financial worth $52K as of Q3 2014.
  • UBS left its Fulton Financial share count unchanged in Q3 2014.
  • Fulton Financial made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6776 holding.
  • UBS first reported a position in Fulton Financial in Q2 2013 and has held it in 6 quarters since.
  • UBS's Fulton Financial position peaked at $470K in Q2 2013.
  • 225 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.