Community Financial Services Group’s Valley National Bancorp VLY Stock Holding History

Community Financial Services Group’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 Q4	–	Sell	-3,645	Closed	-$36K	–	221
2015 Q3	$36K	Hold	3,645	–	–	0.02%	141
2015 Q2	$38K	Hold	3,645	–	–	0.02%	153
2015 Q1	$34K	Hold	3,645	–	–	0.02%	159
2014 Q4	$35K	Hold	3,645	–	–	0.02%	157
2014 Q3	$35K	Hold	3,645	–	–	0.02%	141
2014 Q2	$36K	Hold	3,645	–	–	0.02%	139
2014 Q1	$38K	Buy	+3,645	New	+$36.5K	0.02%	130
2013 Q4	–	Sell	-3,645	Closed	-$36K	–	187
2013 Q3	$36K	Hold	3,645	–	–	0.02%	123
2013 Q2	$35K	Buy	+3,645	New	+$34K	0.02%	129

Other funds holding VLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Macquarie Group

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

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return