$1.52 Billion is the total value of FULTON BANK, N.A.'s 823 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | FEDL HOME LN MTG CORP DISC Ndsc note 11/2 | $3,419,000 | – | 3,429,000 | +100.0% | 0.22% | – | |
| New | VIRTUS INVESTMENT PARTNERS Ikar small gwt i | $2,538,000 | – | 74,186 | +100.0% | 0.17% | – | |
| New | WILMINGTON FUNDSlgcp stgy instl | $1,448,000 | – | 59,968 | +100.0% | 0.10% | – | |
| IEFA | New | ISHARES TRcore msci eafe | $1,046,000 | – | 16,319 | +100.0% | 0.07% | – |
| IEMG | New | ISHARES INCcore msci emkt | $764,000 | – | 14,749 | +100.0% | 0.05% | – |
| CAT | New | CATERPILLAR INC DEL | $727,000 | – | 4,767 | +100.0% | 0.05% | – |
| New | ROWE T PRICE BLUE CHIP GROWTblue chip gw i | $706,000 | – | 6,156 | +100.0% | 0.05% | – | |
| New | ADVISORS INNER CIRCLE FDlsv val eq fd | $670,000 | – | 23,000 | +100.0% | 0.04% | – | |
| New | ROWE T PRICE DIVID GROWTH FDdiv gwt fd i | $566,000 | – | 12,132 | +100.0% | 0.04% | – | |
| New | WILMINGTON FUNDSreal asset fd i | $539,000 | – | 37,685 | +100.0% | 0.04% | – | |
| New | INVESTMENT MANAGERS SER TRwcm fcs gw instl | $513,000 | – | 30,809 | +100.0% | 0.03% | – | |
| JNES | New | JONESTOWN BK & TR CO PA | $503,000 | – | 18,900 | +100.0% | 0.03% | – |
| SAFRY | New | SAFRAN S Aspon adr | $480,000 | – | 13,752 | +100.0% | 0.03% | – |
| SDY | New | SPDR SERIES TRUSTs&p divid etf | $445,000 | – | 4,531 | +100.0% | 0.03% | – |
| IP | New | INTL PAPER CO | $429,000 | – | 8,737 | +100.0% | 0.03% | – |
| ALPMY | New | ASTELLAS PHARMA INCadr | $409,000 | – | 23,471 | +100.0% | 0.03% | – |
| FMS | New | FRESENIUS MED CARE AG&CO KGAsponsored adr | $415,000 | – | 8,058 | +100.0% | 0.03% | – |
| BAP | New | CREDICORP LTD | $403,000 | – | 1,808 | +100.0% | 0.03% | – |
| E | New | ENI S P Asponsored adr | $383,000 | – | 10,162 | +100.0% | 0.02% | – |
| SBGSY | New | SCHNEIDER ELECTRIC SEadr | $386,000 | – | 24,239 | +100.0% | 0.02% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $346,000 | – | 1,610 | +100.0% | 0.02% | – |
| ST | New | SENSATA TECHNOLOGIES HLDNG P | $356,000 | – | 7,190 | +100.0% | 0.02% | – |
| New | JPMORGAN TR Iu s smal co fd l | $328,000 | – | 16,234 | +100.0% | 0.02% | – | |
| MKC | New | MCCORMICK & CO INC | $340,000 | – | 2,585 | +100.0% | 0.02% | – |
| BLK | New | BLACKROCK INC | $242,000 | – | 515 | +100.0% | 0.02% | – |
| New | VICTORY FUNDSintegrity smcp y | $237,000 | – | 5,674 | +100.0% | 0.02% | – | |
| EXPD | New | EXPEDITORS INTL WASH INC | $244,000 | – | 3,311 | +100.0% | 0.02% | – |
| SPLK | New | SPLUNK INC | $233,000 | – | 1,926 | +100.0% | 0.02% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $226,000 | – | 5,516 | +100.0% | 0.02% | – |
| CCEP | New | COCA COLA EUROPEAN PARTNERS | $222,000 | – | 4,892 | +100.0% | 0.02% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $235,000 | – | 1,765 | +100.0% | 0.02% | – |
| NBL | New | NOBLE ENERGY INC | $235,000 | – | 7,548 | +100.0% | 0.02% | – |
| New | VANGUARD/WELLESLEY INCOME FD | $229,000 | – | 8,647 | +100.0% | 0.02% | – | |
| TKR | New | TIMKEN CO | $221,000 | – | 4,425 | +100.0% | 0.02% | – |
| RGA | New | REINSURANCE GROUP AMER INC | $211,000 | – | 1,459 | +100.0% | 0.01% | – |
| UAL | New | UNITED CONTL HLDGS INC | $217,000 | – | 2,439 | +100.0% | 0.01% | – |
| CSX | New | CSX CORP | $207,000 | – | 2,800 | +100.0% | 0.01% | – |
| TRN | New | TRINITY INDS INC | $206,000 | – | 5,628 | +100.0% | 0.01% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $210,000 | – | 1,275 | +100.0% | 0.01% | – |
| DSNKY | New | DAIICHI SANKYO CO LTDspon adr lev 1 | $208,000 | – | 4,825 | +100.0% | 0.01% | – |
| EXAS | New | EXACT SCIENCES CORP | $208,000 | – | 2,631 | +100.0% | 0.01% | – |
| JWN | New | NORDSTROM INC | $216,000 | – | 3,601 | +100.0% | 0.01% | – |
| DLTR | New | DOLLAR TREE INC | $214,000 | – | 2,617 | +100.0% | 0.01% | – |
| ILMN | New | ILLUMINA INC | $202,000 | – | 550 | +100.0% | 0.01% | – |
| APY | New | APERGY CORP | $201,000 | – | 4,619 | +100.0% | 0.01% | – |
| NSP | New | INSPERITY INC | $205,000 | – | 1,739 | +100.0% | 0.01% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $201,000 | – | 1,250 | +100.0% | 0.01% | – |
| HOKCY | New | HONG KONG & CHINA GAS LTDsponsored adr | $24,000 | – | 12,021 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-03
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ADVISORS INNER CIRCLE FD | 43 | Q4 2023 | 5.7% |
| VANGUARD INSTL INDEX FD | 43 | Q4 2023 | 5.7% |
| FEDERATED INVESTORS | 43 | Q4 2023 | 6.0% |
| APPLE INC | 43 | Q4 2023 | 2.8% |
| NATIXIS FUNDS TRUST II | 43 | Q4 2023 | 5.3% |
| ISHARES TR | 43 | Q4 2023 | 2.0% |
| ISHARES TR | 43 | Q4 2023 | 1.5% |
| MICROSOFT CORP | 43 | Q4 2023 | 2.0% |
| HARDING LOEVNER FDS INC | 43 | Q4 2023 | 2.4% |
| EXXON MOBIL CORP | 43 | Q4 2023 | 1.5% |
View FULTON BANK, N.A.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR/A | 2024-01-24 |
| 13F-HR | 2024-01-04 |
| 13F-HR | 2023-10-04 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-05 |
| 13F-HR | 2022-10-04 |
| 13F-HR | 2022-07-07 |
| 13F-HR | 2022-04-05 |
View FULTON BANK, N.A.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.