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Gary Goldberg Planning Services’s Valley National Bancorp VLY Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$5K Hold
500
– – ﹤0.01% 399
2014
Q3 		$5K Hold
500
– – ﹤0.01% 423
2014
Q2 		$5K Hold
500
– – ﹤0.01% 376
2014
Q1 		$5K Buy
+500
New +$5.01K ﹤0.01% 358

Other funds holding VLY

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Gary Goldberg Planning Services's VLY Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Valley National Bancorp (VLY) position steady in Q4 2014 at 500 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Gary Goldberg Planning Services first reported a position in VLY in Q1 2014 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold VLY as of Q4 2014.

  • Gary Goldberg Planning Services held 500 shares of Valley National Bancorp worth $5K as of Q4 2014.
  • Gary Goldberg Planning Services left its Valley National Bancorp share count unchanged in Q4 2014.
  • Valley National Bancorp made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #399 holding.
  • Gary Goldberg Planning Services first reported a position in Valley National Bancorp in Q1 2014 and has held it in 4 quarters since.
  • 208 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.