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Columbia Wanger Asset Management’s Valley National Bancorp VLY Stock Holding History

Columbia Wanger 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
2015
Q1 		– Sell
-2,603,350
Closed -$25.3M – 241
2014
Q4 		$25.3M Sell
2,603,350
-1,830,900
-41% -$17.7M 0.13% 209
2014
Q3 		$43M Sell
4,434,250
-140,000
-3% -$1.38M 0.2% 170
2014
Q2 		$45.3M Sell
4,574,250
-2,243,000
-33% -$22.5M 0.18% 185
2014
Q1 		$71M Hold
6,817,250
– – 0.28% 127
2013
Q4 		$69M Sell
6,817,250
-12,249
-0.2% -$123K 0.26% 136
2013
Q3 		$68M Hold
6,829,499
– – 0.27% 127
2013
Q2 		$64.7M Buy
+6,829,499
New +$63.8M 0.28% 125

Other funds holding VLY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
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
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
Fidelity Investments
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