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Calton & Associates’s Valley National Bancorp VLY Stock Holding History

Calton & Associates’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
-600
Closed -$7K – 1238
2017
Q4 		$7K Buy
+600
New +$6.95K ﹤0.01% 1177

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

Calton & Associates's VLY Position: Q1 2018 in Review

Calton & Associates sold out of Valley National Bancorp (VLY) in Q1 2018, closing a stake of 600 shares — an estimated $7K sold.

Calton & Associates first reported a position in VLY in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 269 funds tracked by Wall St. Rank hold VLY as of Q1 2018.

  • Calton & Associates reported no remaining Valley National Bancorp position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 600 Valley National Bancorp shares in Q1 2018, an estimated $7K.
  • Calton & Associates first reported a position in Valley National Bancorp in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Valley National Bancorp position peaked at $7K in Q4 2017.
  • 269 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.