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United Capital Financial Advisors’s Fulton Financial FULT Stock Holding History

United Capital Financial 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
2016
Q2 		– Sell
-20,328
Closed -$272K – 1264
2016
Q1 		$272K Buy
+20,328
New +$259K ﹤0.01% 1024

Other funds holding FULT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Capital Financial Advisors's FULT Position: Q2 2016 in Review

United Capital Financial Advisors sold out of Fulton Financial (FULT) in Q2 2016, closing a stake of 20,328 shares — an estimated $272K sold.

United Capital Financial Advisors first reported a position in FULT in Q1 2016 and held it in 1 quarter. The position peaked at $272K in Q1 2016. 217 funds tracked by Wall St. Rank hold FULT as of Q2 2016.

  • United Capital Financial Advisors reported no remaining Fulton Financial position as of Q2 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,328 Fulton Financial shares in Q2 2016, an estimated $272K.
  • United Capital Financial Advisors first reported a position in Fulton Financial in Q1 2016 and held it in 1 quarter.
  • United Capital Financial Advisors's Fulton Financial position peaked at $272K in Q1 2016.
  • 217 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2016.

Based on United Capital Financial Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.