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Valley Forge Asset Management’s Fulton Financial FULT Stock Holding History

Valley Forge Asset Management’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
Q4 		– Sell
-11,517
Closed -$128K – 99
2014
Q3 		$128K Buy
+11,517
New +$134K 0.02% 94

Other funds holding FULT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
FMA
Fiduciary Management Associates Chicago, Illinois $1.53B AUM 4.47% 1-Year Est. Return

Valley Forge Asset Management's FULT Position: Q4 2014 in Review

Valley Forge Asset Management sold out of Fulton Financial (FULT) in Q4 2014, closing a stake of 11,517 shares — an estimated $128K sold.

Valley Forge Asset Management first reported a position in FULT in Q3 2014 and held it in 1 quarter. The position peaked at $128K in Q3 2014. 227 funds tracked by Wall St. Rank hold FULT as of Q4 2014.

  • Valley Forge Asset Management reported no remaining Fulton Financial position as of Q4 2014 after selling out during the quarter.
  • Valley Forge Asset Management sold 11,517 Fulton Financial shares in Q4 2014, an estimated $128K.
  • Valley Forge Asset Management first reported a position in Fulton Financial in Q3 2014 and held it in 1 quarter.
  • Valley Forge Asset Management's Fulton Financial position peaked at $128K in Q3 2014.
  • 227 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2014.

Based on Valley Forge Asset Management's 13F filing for Q4 2014, filed 10 Feb 2015.