First Allied Advisory Services’s Valley National Bancorp VLY Stock Holding History

First Allied Advisory Services’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
2020 Q3	$422K	Sell	61,551 -25,000	-29%	-$186K	0.01%	770
2020 Q2	$677K	Hold	86,551	–	–	0.03%	554
2020 Q1	$633K	Sell	86,551 -7,495	-8%	-$73.3K	0.03%	518
2019 Q4	$1.08M	Buy	+94,046	New	+$1.08M	0.04%	453

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

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

First Allied Advisory Services's VLY Position: Q3 2020 in Review

First Allied Advisory Services reduced its Valley National Bancorp (VLY) stake by 29% in Q3 2020, selling an estimated $186K and leaving 61,551 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #770.

First Allied Advisory Services first reported a position in VLY in Q4 2019 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2019. 290 funds tracked by Wall St. Rank hold VLY as of Q3 2020.

First Allied Advisory Services held 61,551 shares of Valley National Bancorp worth $422K as of Q3 2020.
First Allied Advisory Services sold 25,000 Valley National Bancorp shares in Q3 2020, an estimated $186K.
Valley National Bancorp made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #770 holding.
First Allied Advisory Services first reported a position in Valley National Bancorp in Q4 2019 and has held it in 4 quarters since.
First Allied Advisory Services's Valley National Bancorp position peaked at $1.08M in Q4 2019.
290 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.