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Avalon Investment & Advisory’s Valley National Bancorp VLY Stock Holding History

Avalon Investment & Advisory’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
2018
Q4 		– Sell
-223,102
Closed -$2.51M – 357
2018
Q3 		$2.51M Buy
223,102
+16,528
+8% +$199K 0.07% 217
2018
Q2 		$2.51M Buy
206,574
+19,111
+10% +$241K 0.07% 206
2018
Q1 		$2.34M Buy
187,463
+21,433
+13% +$267K 0.07% 198
2017
Q4 		$1.86M Buy
166,030
+5,955
+4% +$69K 0.06% 209
2017
Q3 		$1.93M Sell
160,075
-4,259
-3% -$49.1K 0.06% 191
2017
Q2 		$1.94M Buy
164,334
+3,332
+2% +$39K 0.06% 192
2017
Q1 		$1.9M Buy
+161,002
New +$1.93M 0.07% 192

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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avalon Investment & Advisory's VLY Position: Q4 2018 in Review

Avalon Investment & Advisory sold out of Valley National Bancorp (VLY) in Q4 2018, closing a stake of 223,102 shares — an estimated $2.51M sold.

Avalon Investment & Advisory first reported a position in VLY in Q1 2017 and held it in 7 quarters. The position peaked at $2.51M in Q2 2018. 272 funds tracked by Wall St. Rank hold VLY as of Q4 2018.

  • Avalon Investment & Advisory reported no remaining Valley National Bancorp position as of Q4 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 223,102 Valley National Bancorp shares in Q4 2018, an estimated $2.51M.
  • Avalon Investment & Advisory first reported a position in Valley National Bancorp in Q1 2017 and held it in 7 quarters.
  • Avalon Investment & Advisory's Valley National Bancorp position peaked at $2.51M in Q2 2018.
  • 272 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2018.

Based on Avalon Investment & Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.