Blue Chip Wealth Management’s Valley National Bancorp VLY Stock Holding History

Blue Chip Wealth Management’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
2019 Q1	–	Sell	-13,721	Closed	-$122K	–	92
2018 Q4	$122K	Sell	13,721 -4,148	-23%	-$41.9K	0.16%	85
2018 Q3	$201K	Hold	17,869	–	–	0.2%	100
2018 Q2	$217K	Hold	17,869	–	–	0.24%	98
2018 Q1	$223K	Buy	+17,869	New	+$223K	0.23%	95

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Blue Chip Wealth Management's VLY Position: Q1 2019 in Review

Blue Chip Wealth Management sold out of Valley National Bancorp (VLY) in Q1 2019, closing a stake of 13,721 shares — an estimated $122K sold.

Blue Chip Wealth Management first reported a position in VLY in Q1 2018 and held it in 4 quarters. The position peaked at $223K in Q1 2018. 265 funds tracked by Wall St. Rank hold VLY as of Q1 2019.

Blue Chip Wealth Management reported no remaining Valley National Bancorp position as of Q1 2019 after selling out during the quarter.
Blue Chip Wealth Management sold 13,721 Valley National Bancorp shares in Q1 2019, an estimated $122K.
Blue Chip Wealth Management first reported a position in Valley National Bancorp in Q1 2018 and held it in 4 quarters.
Blue Chip Wealth Management's Valley National Bancorp position peaked at $223K in Q1 2018.
265 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2019.

Based on Blue Chip Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.