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Boston Advisors’s Valley National Bancorp VLY Stock Holding History

Boston 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
Q3 		– Sell
-26,294
Closed -$320K – 674
2018
Q2 		$320K Sell
26,294
-510,978
-95% -$6.44M 0.01% 568
2018
Q1 		$6.69M Sell
537,272
-32,732
-6% -$408K 0.17% 125
2017
Q4 		$6.39M Sell
570,004
-14,230
-2% -$165K 0.14% 168
2017
Q3 		$7.04M Sell
584,234
-30,135
-5% -$347K 0.16% 159
2017
Q2 		$7.26M Sell
614,369
-43,000
-7% -$503K 0.17% 161
2017
Q1 		$7.76M Buy
+657,369
New +$7.89M 0.18% 158

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
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

Boston Advisors's VLY Position: Q3 2018 in Review

Boston Advisors sold out of Valley National Bancorp (VLY) in Q3 2018, closing a stake of 26,294 shares — an estimated $320K sold.

Boston Advisors first reported a position in VLY in Q1 2017 and held it in 6 quarters. The position peaked at $7.76M in Q1 2017. 263 funds tracked by Wall St. Rank hold VLY as of Q3 2018.

  • Boston Advisors reported no remaining Valley National Bancorp position as of Q3 2018 after selling out during the quarter.
  • Boston Advisors sold 26,294 Valley National Bancorp shares in Q3 2018, an estimated $320K.
  • Boston Advisors first reported a position in Valley National Bancorp in Q1 2017 and held it in 6 quarters.
  • Boston Advisors's Valley National Bancorp position peaked at $7.76M in Q1 2017.
  • 263 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2018.

Based on Boston Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.