EWM
VLY icon

Edge Wealth Management’s Valley National Bancorp VLY Stock Holding History

Edge Wealth 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
2016
Q4 		– Sell
-5,056
Closed -$49K – 533
2016
Q3 		$49K Hold
5,056
– – 0.02% 184
2016
Q2 		$46K Buy
+5,056
New +$47.3K 0.02% 183

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $33B AUM 40.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Edge Wealth Management's VLY Position: Q4 2016 in Review

Edge Wealth Management sold out of Valley National Bancorp (VLY) in Q4 2016, closing a stake of 5,056 shares — an estimated $49K sold.

Edge Wealth Management first reported a position in VLY in Q2 2016 and held it in 2 quarters. The position peaked at $49K in Q3 2016. 234 funds tracked by Wall St. Rank hold VLY as of Q4 2016.

  • Edge Wealth Management reported no remaining Valley National Bancorp position as of Q4 2016 after selling out during the quarter.
  • Edge Wealth Management sold 5,056 Valley National Bancorp shares in Q4 2016, an estimated $49K.
  • Edge Wealth Management first reported a position in Valley National Bancorp in Q2 2016 and held it in 2 quarters.
  • Edge Wealth Management's Valley National Bancorp position peaked at $49K in Q3 2016.
  • 234 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2016.

Based on Edge Wealth Management's 13F filing for Q4 2016, filed 24 Jan 2017.