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Checchi Capital Advisers’s Valley National Bancorp VLY Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-268
Closed -$2K – 1184
2016
Q2 		$2K Sell
268
-1,760
-87% -$16.5K ﹤0.01% 1523
2016
Q1 		$19K Buy
+2,028
New +$18.4K ﹤0.01% 1150

Other funds holding VLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Checchi Capital Advisers's VLY Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Valley National Bancorp (VLY) in Q3 2016, closing a stake of 268 shares — an estimated $2K sold.

Checchi Capital Advisers first reported a position in VLY in Q1 2016 and held it in 2 quarters. The position peaked at $19K in Q1 2016. 210 funds tracked by Wall St. Rank hold VLY as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Valley National Bancorp position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 268 Valley National Bancorp shares in Q3 2016, an estimated $2K.
  • Checchi Capital Advisers first reported a position in Valley National Bancorp in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Valley National Bancorp position peaked at $19K in Q1 2016.
  • 210 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.