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Fusion Family Wealth’s Valley National Bancorp VLY Stock Holding History

Fusion Family Wealth’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
Q1 		– Sell
-1,337
Closed -$15K – 405
2016
Q4 		$15K Buy
+1,337
New +$14.3K 0.01% 215

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fusion Family Wealth's VLY Position: Q1 2017 in Review

Fusion Family Wealth sold out of Valley National Bancorp (VLY) in Q1 2017, closing a stake of 1,337 shares — an estimated $15K sold.

Fusion Family Wealth first reported a position in VLY in Q4 2016 and held it in 1 quarter. The position peaked at $15K in Q4 2016. 239 funds tracked by Wall St. Rank hold VLY as of Q1 2017.

  • Fusion Family Wealth reported no remaining Valley National Bancorp position as of Q1 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 1,337 Valley National Bancorp shares in Q1 2017, an estimated $15K.
  • Fusion Family Wealth first reported a position in Valley National Bancorp in Q4 2016 and held it in 1 quarter.
  • Fusion Family Wealth's Valley National Bancorp position peaked at $15K in Q4 2016.
  • 239 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.