Bruderman Asset Management’s Valley National Bancorp VLY Stock Holding History

Bruderman Asset 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 Q2	–	Sell	-5,760	Closed	-$55K	–	551
2019 Q1	$55K	Sell	5,760 -93	-2%	-$947	0.01%	257
2018 Q4	$52K	Buy	+5,853	New	+$59.1K	0.01%	241
2018 Q2	–	Sell	-500	Closed	-$6K	–	387
2018 Q1	$6K	Buy	+500	New	+$6.24K	﹤0.01%	317
2017 Q3	–	Sell	-500	Closed	-$6K	–	311
2017 Q2	$6K	Buy	+500	New	+$5.85K	﹤0.01%	332
2017 Q1	–	Sell	-500	Closed	-$6K	–	310
2016 Q4	$6K	Hold	500	–	–	﹤0.01%	335
2016 Q3	$5K	Hold	500	–	–	﹤0.01%	355
2016 Q2	$5K	Hold	500	–	–	﹤0.01%	343
2016 Q1	$5K	Hold	500	–	–	﹤0.01%	362
2015 Q4	$5K	Hold	500	–	–	﹤0.01%	371
2015 Q3	$5K	Hold	500	–	–	﹤0.01%	380
2015 Q2	$5K	Hold	500	–	–	﹤0.01%	394
2015 Q1	$5K	Buy	+500	New	+$4.73K	﹤0.01%	380

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

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

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

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

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

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

Bruderman Asset Management's VLY Position: Q2 2019 in Review

Bruderman Asset Management sold out of Valley National Bancorp (VLY) in Q2 2019, closing a stake of 5,760 shares — an estimated $55K sold.

Bruderman Asset Management first reported a position in VLY in Q1 2015 and held it in 12 quarters. The position peaked at $55K in Q1 2019. 258 funds tracked by Wall St. Rank hold VLY as of Q2 2019.

Bruderman Asset Management reported no remaining Valley National Bancorp position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 5,760 Valley National Bancorp shares in Q2 2019, an estimated $55K.
Bruderman Asset Management first reported a position in Valley National Bancorp in Q1 2015 and held it in 12 quarters.
Bruderman Asset Management's Valley National Bancorp position peaked at $55K in Q1 2019.
258 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.