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Ada Investment Management’s Valley National Bancorp VLY Stock Holding History

Ada Investment Management’s Portfolio VLY Stock Details VLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-11,004
Closed -$108K – 538
2015
Q3 		$108K Buy
+11,004
New +$108K 0.06% 443

Other funds holding VLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ada Investment Management's VLY Position: Q4 2015 in Review

Ada Investment Management sold out of Valley National Bancorp (VLY) in Q4 2015, closing a stake of 11,004 shares — an estimated $108K sold.

Ada Investment Management first reported a position in VLY in Q3 2015 and held it in 1 quarter. The position peaked at $108K in Q3 2015. 226 funds tracked by Wall St. Rank hold VLY as of Q4 2015.

  • Ada Investment Management reported no remaining Valley National Bancorp position as of Q4 2015 after selling out during the quarter.
  • Ada Investment Management sold 11,004 Valley National Bancorp shares in Q4 2015, an estimated $108K.
  • Ada Investment Management first reported a position in Valley National Bancorp in Q3 2015 and held it in 1 quarter.
  • Ada Investment Management's Valley National Bancorp position peaked at $108K in Q3 2015.
  • 226 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.