Banyan Partners’s Valley National Bancorp VLY Stock Holding History

Banyan Partners’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
2014 Q3	$1.14M	Sell	117,400 -16,600	-12%	-$164K	0.1%	216
2014 Q2	$1.33M	Sell	134,000 -4,200	-3%	-$42.2K	0.11%	201
2014 Q1	$1.44M	Sell	138,200 -18,198	-12%	-$182K	0.12%	187
2013 Q4	$1.58M	Buy	156,398 +241	+0.2%	+$2.42K	0.11%	191
2013 Q3	$1.55M	Sell	156,157 -4,056	-3%	-$41K	0.14%	136
2013 Q2	$1.52M	Buy	+160,213	New	+$1.5M	0.3%	90

Other funds holding VLY

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Banyan Partners's VLY Position: Q3 2014 in Review

Banyan Partners reduced its Valley National Bancorp (VLY) stake by 12% in Q3 2014, selling an estimated $164K and leaving 117,400 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #216.

Banyan Partners first reported a position in VLY in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.58M in Q4 2013. 210 funds tracked by Wall St. Rank hold VLY as of Q3 2014.

Banyan Partners held 117,400 shares of Valley National Bancorp worth $1.14M as of Q3 2014.
Banyan Partners sold 16,600 Valley National Bancorp shares in Q3 2014, an estimated $164K.
Valley National Bancorp made up 0.1% of Banyan Partners's portfolio in Q3 2014, its #216 holding.
Banyan Partners first reported a position in Valley National Bancorp in Q2 2013 and has held it in 6 quarters since.
Banyan Partners's Valley National Bancorp position peaked at $1.58M in Q4 2013.
210 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.