Boston Private Bank & Trust’s Valley National Bancorp VLY Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$69K	Hold	7,316	–	–	﹤0.01%	515
2014 Q4	$71K	Hold	7,316	–	–	﹤0.01%	518
2014 Q3	$71K	Hold	7,316	–	–	﹤0.01%	522
2014 Q2	$73K	Hold	7,316	–	–	﹤0.01%	515
2014 Q1	$76K	Hold	7,316	–	–	﹤0.01%	523
2013 Q4	$74K	Hold	7,316	–	–	﹤0.01%	530
2013 Q3	$73K	Hold	7,316	–	–	﹤0.01%	511
2013 Q2	$69K	Buy	+7,316	New	+$68.3K	﹤0.01%	504

Other funds holding VLY

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

DIA

Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Boston Private Bank & Trust's VLY Position: Q1 2015 in Review

Boston Private Bank & Trust held its Valley National Bancorp (VLY) position steady in Q1 2015 at 7,316 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Boston Private Bank & Trust first reported a position in VLY in Q2 2013 and has held it in 8 quarters since. The position peaked at $76K in Q1 2014. 206 funds tracked by Wall St. Rank hold VLY as of Q1 2015.

Boston Private Bank & Trust held 7,316 shares of Valley National Bancorp worth $69K as of Q1 2015.
Boston Private Bank & Trust left its Valley National Bancorp share count unchanged in Q1 2015.
Valley National Bancorp made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #515 holding.
Boston Private Bank & Trust first reported a position in Valley National Bancorp in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Valley National Bancorp position peaked at $76K in Q1 2014.
206 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.