FULTON FINANCIAL ADVISORS N A Information

ONE PENN SQUARE, LANCASTER, Pennsylvania, 17604, (717) 291-2541

Report Date: 03/31/2015

Position Statistics

Total Positions 423
New Positions 43
Increased Positions 199
Decreased Positions 189
Positions with Activity 388
Sold Out Positions 37
Total Mkt Value (in $ millions) 976

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.69%
Capital Goods 1.73%
Conglomerates 0%
Consumer Cyclical 1.24%
Consumer/Non-Cyclical 4.64%
Energy 4.12%
Financial 8.69%
Healthcare 4.88%
Services 7.93%
Technology 7.5%
Transportation 0.79%
Utilities 2.11%

388 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FEDERATED EQUITY FDS STRG VAL DV INST 51,417 -370 (0.72) 8,401,406
NATIXIS FDS TR II VN VL OPP FD Y 50,513 2,919 6.13 2,182,911
ADVISERS INVT TR JOHCM INTL SL I 48,815 3,640 8.06 2,283,205
HARBOR FD INTL FD INSTL 46,963 -7,493 (13.76) 652,356
ADVISORS INNER CIRCLE FD EDGWD GRW INST 40,985 574 1.42 1,911,623
RIVERPARK FDS TR WEDGEWD INSTL 37,238 -2,619 (6.57) 1,960,936
ADVISORS INNER CIRCLE FD ACADIAN EMRGN 30,255 -1,990 (6.17) 1,524,926
VANGUARD INDEX FDS VALU INDEX ADM 29,024 3,016 11.60 870,276
APPLE INC COM 21,185 -685 (3.13) 162,613
AMG FDS GW&K SMCP INST 18,361 -1,790 (8.88) 748,505
VANGUARD INDEX FDS GRW INDEX ADML 17,984 4,401 32.40 317,068
EATON VANCE SER TR II PRMTR TXM EMRG I 17,444 -1,700 (8.88) 354,263
ISHARES TR RUS 1000 VAL ETF 16,252 -637 (3.77) 154,692
SMEAD FDS TR VALUE FD INSTL 14,787 3,807 34.67 362,862
ISHARES TR RUS 1000 GRW ETF 13,639 1,351 10.99 134,138
VIRTUS INSIGHT TR VIRTUS EMRG FD I 10,070 8,282 463.24 963,615
VANGUARD INDEX FDS 500INDEX ADMIR 9,853 1,646 20.06 50,411
TEMPLETON INCOME TR GLB BD ADVSOR 9,247 6,194 202.89 740,324
EXXON MOBIL CORP COM 8,805 -893 (9.21) 101,242
VANGUARD INSTL INDEX FD SH BEN INT 8,743 -33 (0.38) 45,172


Create your free portfolio