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

Evercore 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
2013
Q4 		– Sell
-30,000
Closed -$299K – 992
2013
Q3 		$299K Hold
30,000
– – 0.02% 346
2013
Q2 		$284K Buy
+30,000
New +$280K 0.02% 356

Other funds holding VLY

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Evercore Wealth Management's VLY Position: Q4 2013 in Review

Evercore Wealth Management sold out of Valley National Bancorp (VLY) in Q4 2013, closing a stake of 30,000 shares — an estimated $299K sold.

Evercore Wealth Management first reported a position in VLY in Q2 2013 and held it in 2 quarters. The position peaked at $299K in Q3 2013. 207 funds tracked by Wall St. Rank hold VLY as of Q4 2013.

  • Evercore Wealth Management reported no remaining Valley National Bancorp position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 30,000 Valley National Bancorp shares in Q4 2013, an estimated $299K.
  • Evercore Wealth Management first reported a position in Valley National Bancorp in Q2 2013 and held it in 2 quarters.
  • Evercore Wealth Management's Valley National Bancorp position peaked at $299K in Q3 2013.
  • 207 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.