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American Economic Planning Group’s Valley National Bancorp VLY Stock Holding History

American Economic Planning Group’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
2017
Q4 		– Sell
-16,771
Closed -$202K – 85
2017
Q3 		$202K Hold
16,771
– – 0.08% 78
2017
Q2 		$198K Hold
16,771
– – 0.08% 76
2017
Q1 		$198K Buy
+16,771
New +$201K 0.08% 76
2016
Q2 		– Sell
-22,342
Closed -$213K – 66
2016
Q1 		$213K Buy
+22,342
New +$203K 0.09% 52
2015
Q2 		– Sell
-16,240
Closed -$153K – 47
2015
Q1 		$153K Buy
+16,240
New +$154K 0.06% 43
2014
Q1 		– Sell
-15,715
Closed -$159K – 28
2013
Q4 		$159K Hold
15,715
– – 0.06% 28
2013
Q3 		$156K Hold
15,715
– – 0.06% 25
2013
Q2 		$149K Buy
+15,715
New +$147K 0.06% 22

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

American Economic Planning Group's VLY Position: Q4 2017 in Review

American Economic Planning Group sold out of Valley National Bancorp (VLY) in Q4 2017, closing a stake of 16,771 shares — an estimated $202K sold.

American Economic Planning Group first reported a position in VLY in Q2 2013 and held it in 8 quarters. The position peaked at $213K in Q1 2016. 282 funds tracked by Wall St. Rank hold VLY as of Q4 2017.

  • American Economic Planning Group reported no remaining Valley National Bancorp position as of Q4 2017 after selling out during the quarter.
  • American Economic Planning Group sold 16,771 Valley National Bancorp shares in Q4 2017, an estimated $202K.
  • American Economic Planning Group first reported a position in Valley National Bancorp in Q2 2013 and held it in 8 quarters.
  • American Economic Planning Group's Valley National Bancorp position peaked at $213K in Q1 2016.
  • 282 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2017.

Based on American Economic Planning Group's 13F filing for Q4 2017, filed 29 Jan 2018.