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

Endurance 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
2019 Q4	–	Sell	-367	Closed	-$4K	–	539
2019 Q3	$4K	Hold	367	–	–	﹤0.01%	475
2019 Q2	$4K	Hold	367	–	–	﹤0.01%	430
2019 Q1	$4K	Hold	367	–	–	﹤0.01%	433
2018 Q4	$3K	Hold	367	–	–	﹤0.01%	438
2018 Q3	$4K	Hold	367	–	–	﹤0.01%	441
2018 Q2	$4K	Hold	367	–	–	﹤0.01%	448
2018 Q1	$5K	Hold	367	–	–	﹤0.01%	462
2017 Q4	$4K	Hold	367	–	–	﹤0.01%	464
2017 Q3	$4K	Hold	367	–	–	﹤0.01%	453
2017 Q2	$4K	Hold	367	–	–	﹤0.01%	458
2017 Q1	$4K	Hold	367	–	–	﹤0.01%	462
2016 Q4	$4K	Hold	367	–	–	﹤0.01%	443
2016 Q3	$4K	Hold	367	–	–	﹤0.01%	439
2016 Q2	$3K	Hold	367	–	–	﹤0.01%	449
2016 Q1	$4	Hold	367	–	–	﹤0.01%	444
2015 Q4	$4K	Buy	+367	New	+$3.81K	﹤0.01%	466

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Endurance Wealth Management's VLY Position: Q4 2019 in Review

Endurance Wealth Management sold out of Valley National Bancorp (VLY) in Q4 2019, closing a stake of 367 shares — an estimated $4K sold.

Endurance Wealth Management first reported a position in VLY in Q4 2015 and held it in 16 quarters. The position peaked at $5K in Q1 2018. 318 funds tracked by Wall St. Rank hold VLY as of Q4 2019.

Endurance Wealth Management reported no remaining Valley National Bancorp position as of Q4 2019 after selling out during the quarter.
Endurance Wealth Management sold 367 Valley National Bancorp shares in Q4 2019, an estimated $4K.
Endurance Wealth Management first reported a position in Valley National Bancorp in Q4 2015 and held it in 16 quarters.
Endurance Wealth Management's Valley National Bancorp position peaked at $5K in Q1 2018.
318 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2019.

Based on Endurance Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.