Financial Architects (New Jersey)’s Valley National Bancorp VLY Stock Holding History

Financial Architects (New Jersey)’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
2017 Q4	–	Sell	-292	Closed	-$4K	–	1605
2017 Q3	$4K	Hold	292	–	–	﹤0.01%	1331
2017 Q2	$3K	Hold	292	–	–	﹤0.01%	1391
2017 Q1	$3K	Hold	292	–	–	﹤0.01%	1404
2016 Q4	$3K	Hold	292	–	–	﹤0.01%	1254
2016 Q3	$3K	Hold	292	–	–	﹤0.01%	1275
2016 Q2	$3K	Hold	292	–	–	﹤0.01%	1242
2016 Q1	$3K	Buy	+292	New	+$2.65K	﹤0.01%	998
2015 Q3	–	Sell	-292	Closed	-$3K	–	898
2015 Q2	$3K	Buy	+292	New	+$2.85K	﹤0.01%	1069
2015 Q1	–	Sell	-292	Closed	-$3K	–	1036
2014 Q4	$3K	Sell	292 -1,214	-81%	-$11.8K	﹤0.01%	914
2014 Q3	$15K	Hold	1,506	–	–	0.01%	529
2014 Q2	$15K	Buy	+1,506	New	+$15.1K	0.01%	558
2013 Q4	–	Sell	-1,506	Closed	-$15K	–	557
2013 Q3	$15K	Hold	1,506	–	–	0.01%	432
2013 Q2	$14K	Buy	+1,506	New	+$14.1K	0.01%	422

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Financial Architects (New Jersey)'s VLY Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of Valley National Bancorp (VLY) in Q4 2017, closing a stake of 292 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in VLY in Q2 2013 and held it in 13 quarters. The position peaked at $15K in Q3 2014. 282 funds tracked by Wall St. Rank hold VLY as of Q4 2017.

Financial Architects (New Jersey) reported no remaining Valley National Bancorp position as of Q4 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 292 Valley National Bancorp shares in Q4 2017, an estimated $4K.
Financial Architects (New Jersey) first reported a position in Valley National Bancorp in Q2 2013 and held it in 13 quarters.
Financial Architects (New Jersey)'s Valley National Bancorp position peaked at $15K in Q3 2014.
282 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.