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Advance Capital I’s Valley National Bancorp VLY Stock Holding History

Advance Capital I’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
2013
Q4 		– Sell
-19,300
Closed -$192K – 346
2013
Q3 		$192K Hold
19,300
– – 0.1% 355
2013
Q2 		$183K Buy
+19,300
New +$180K 0.09% 334

Other funds holding VLY

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Advance Capital I's VLY Position: Q4 2013 in Review

Advance Capital I sold out of Valley National Bancorp (VLY) in Q4 2013, closing a stake of 19,300 shares — an estimated $192K sold.

Advance Capital I first reported a position in VLY in Q2 2013 and held it in 2 quarters. The position peaked at $192K in Q3 2013. 207 funds tracked by Wall St. Rank hold VLY as of Q4 2013.

  • Advance Capital I reported no remaining Valley National Bancorp position as of Q4 2013 after selling out during the quarter.
  • Advance Capital I sold 19,300 Valley National Bancorp shares in Q4 2013, an estimated $192K.
  • Advance Capital I first reported a position in Valley National Bancorp in Q2 2013 and held it in 2 quarters.
  • Advance Capital I's Valley National Bancorp position peaked at $192K in Q3 2013.
  • 207 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2013.

Based on Advance Capital I's 13F filing for Q4 2013, filed 6 Feb 2014.