Wheatland Advisors’s Fulton Financial FULT Stock Holding History

Wheatland 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
2020 Q1	–	Sell	-10,686	Closed	-$186K	–	58
2019 Q4	$186K	Sell	10,686 -6,352	-37%	-$108K	0.24%	86
2019 Q3	$276K	Sell	17,038 -10,000	-37%	-$163K	0.25%	87
2019 Q2	$443K	Sell	27,038 -5,300	-16%	-$87.2K	0.33%	75
2019 Q1	$501K	Hold	32,338	–	–	0.38%	72
2018 Q4	$501K	Sell	32,338 -200	-0.6%	-$3.25K	0.44%	66
2018 Q3	$542K	Buy	32,538 +2,126	+7%	+$37.2K	0.41%	67
2018 Q2	$502K	Sell	30,412 -800	-3%	-$13.9K	0.41%	69
2018 Q1	$554K	Hold	31,212	–	–	0.46%	63
2017 Q4	$559K	Hold	31,212	–	–	0.45%	64
2017 Q3	$585K	Hold	31,212	–	–	0.5%	63
2017 Q2	$593K	Hold	31,212	–	–	0.53%	58
2017 Q1	$557K	Hold	31,212	–	–	0.5%	59
2016 Q4	$587K	Hold	31,212	–	–	0.52%	60
2016 Q3	$453K	Hold	31,212	–	–	0.43%	63
2016 Q2	$421K	Hold	31,212	–	–	0.4%	63
2016 Q1	$418K	Sell	31,212 -5,000	-14%	-$63.7K	0.43%	63
2015 Q4	$471K	Sell	36,212 -200	-0.5%	-$2.68K	0.48%	62
2015 Q3	$441K	Sell	36,412 -641	-2%	-$8.07K	0.48%	62
2015 Q2	$484K	Sell	37,053 -938	-2%	-$11.9K	0.46%	66
2015 Q1	$469K	Hold	37,991	–	–	0.47%	62
2014 Q4	$470K	Hold	37,991	–	–	0.46%	64
2014 Q3	$421K	Sell	37,991 -262	-0.7%	-$3.04K	0.42%	64
2014 Q2	$2.82M	Sell	38,253 -500	-1%	-$6.11K	2.56%	5
2014 Q1	$488K	Hold	38,753	–	–	0.5%	60
2013 Q4	$507K	Buy	+38,753	New	+$484K	0.53%	57

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wheatland Advisors's FULT Position: Q1 2020 in Review

Wheatland Advisors sold out of Fulton Financial (FULT) in Q1 2020, closing a stake of 10,686 shares — an estimated $186K sold.

Wheatland Advisors first reported a position in FULT in Q4 2013 and held it in 25 quarters. The position peaked at $2.82M in Q2 2014. 238 funds tracked by Wall St. Rank hold FULT as of Q1 2020.

Wheatland Advisors reported no remaining Fulton Financial position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 10,686 Fulton Financial shares in Q1 2020, an estimated $186K.
Wheatland Advisors first reported a position in Fulton Financial in Q4 2013 and held it in 25 quarters.
Wheatland Advisors's Fulton Financial position peaked at $2.82M in Q2 2014.
238 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.