WIS
FULT icon

Wright Investors Service’s Fulton Financial FULT Stock Holding History

Wright Investors Service’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
2017
Q4 		– Sell
-17,794
Closed -$334K – 221
2017
Q3 		$334K Sell
17,794
-11,811
-40% -$212K 0.12% 169
2017
Q2 		$562K Sell
29,605
-12,335
-29% -$224K 0.21% 135
2017
Q1 		$749K Sell
41,940
-7,985
-16% -$148K 0.3% 101
2016
Q4 		$939K Sell
49,925
-7,495
-13% -$126K 0.41% 81
2016
Q3 		$834K Sell
57,420
-3,540
-6% -$49.7K 0.35% 96
2016
Q2 		$823K Buy
60,960
+21,565
+55% +$295K 0.34% 100
2016
Q1 		$527K Buy
39,395
+983
+3% +$12.5K 0.21% 147
2015
Q4 		$500K Buy
38,412
+1,891
+5% +$25.4K 0.18% 178
2015
Q3 		$442K Buy
36,521
+1
+0% +$13 0.2% 147
2015
Q2 		$477K Sell
36,520
-20,435
-36% -$259K 0.23% 129
2015
Q1 		$703K Sell
56,955
-19,674
-26% -$236K 0.34% 99
2014
Q4 		$947K Buy
76,629
+8,461
+12% +$99.6K 0.47% 65
2014
Q3 		$755K Sell
68,168
-6,335
-9% -$73.6K 0.37% 87
2014
Q2 		$923K Buy
74,503
+17,970
+32% +$220K 0.42% 76
2014
Q1 		$711K Buy
56,533
+2,584
+5% +$32.5K 0.32% 110
2013
Q4 		$706K Sell
53,949
-12,053
-18% -$150K 0.31% 106
2013
Q3 		$771K Sell
66,002
-22,885
-26% -$279K 0.35% 86
2013
Q2 		$1.02M Buy
+88,887
New +$1.01M 0.48% 69

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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wright Investors Service's FULT Position: Q4 2017 in Review

Wright Investors Service sold out of Fulton Financial (FULT) in Q4 2017, closing a stake of 17,794 shares — an estimated $334K sold.

Wright Investors Service first reported a position in FULT in Q2 2013 and held it in 18 quarters. The position peaked at $1.02M in Q2 2013. 238 funds tracked by Wall St. Rank hold FULT as of Q4 2017.

  • Wright Investors Service reported no remaining Fulton Financial position as of Q4 2017 after selling out during the quarter.
  • Wright Investors Service sold 17,794 Fulton Financial shares in Q4 2017, an estimated $334K.
  • Wright Investors Service first reported a position in Fulton Financial in Q2 2013 and held it in 18 quarters.
  • Wright Investors Service's Fulton Financial position peaked at $1.02M in Q2 2013.
  • 238 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2017.

Based on Wright Investors Service's 13F filing for Q4 2017, filed 30 Jan 2018.