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BDO Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

BDO Wealth Advisors’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
Q1 		– Sell
-141
Closed -$2K – 619
2017
Q4 		$2K Hold
141
– – ﹤0.01% 436
2017
Q3 		$2K Buy
+141
New +$1.63K ﹤0.01% 402

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BDO Wealth Advisors's VLY Position: Q1 2018 in Review

BDO Wealth Advisors sold out of Valley National Bancorp (VLY) in Q1 2018, closing a stake of 141 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in VLY in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q4 2017. 269 funds tracked by Wall St. Rank hold VLY as of Q1 2018.

  • BDO Wealth Advisors reported no remaining Valley National Bancorp position as of Q1 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 141 Valley National Bancorp shares in Q1 2018, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Valley National Bancorp in Q3 2017 and held it in 2 quarters.
  • BDO Wealth Advisors's Valley National Bancorp position peaked at $2K in Q4 2017.
  • 269 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2018.

Based on BDO Wealth Advisors's 13F filing for Q1 2018, filed 23 May 2018.