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Freedom Investment Management’s Valley National Bancorp VLY Stock Holding History

Freedom Investment 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
2018
Q1 		– Sell
-12,387
Closed -$139K – 1211
2017
Q4 		$139K Sell
12,387
-117
-0.9% -$1.36K 0.01% 1079
2017
Q3 		$151K Buy
+12,504
New +$144K 0.01% 1045

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Barrow, Hanley, Mewhinney & Strauss
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Freedom Investment Management's VLY Position: Q1 2018 in Review

Freedom Investment Management sold out of Valley National Bancorp (VLY) in Q1 2018, closing a stake of 12,387 shares — an estimated $139K sold.

Freedom Investment Management first reported a position in VLY in Q3 2017 and held it in 2 quarters. The position peaked at $151K in Q3 2017. 269 funds tracked by Wall St. Rank hold VLY as of Q1 2018.

  • Freedom Investment Management reported no remaining Valley National Bancorp position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 12,387 Valley National Bancorp shares in Q1 2018, an estimated $139K.
  • Freedom Investment Management first reported a position in Valley National Bancorp in Q3 2017 and held it in 2 quarters.
  • Freedom Investment Management's Valley National Bancorp position peaked at $151K in Q3 2017.
  • 269 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.