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Gideon Capital Advisors’s Valley National Bancorp VLY Stock Holding History

Gideon Capital Advisors’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
-13,159
Closed -$148K – 471
2017
Q4 		$148K Sell
13,159
-5,623
-30% -$65.2K 0.13% 281
2017
Q3 		$226K Buy
+18,782
New +$216K 0.22% 229
2017
Q2 		– Sell
-27,051
Closed -$319K – 408
2017
Q1 		$319K Buy
27,051
+5,460
+25% +$65.5K 0.19% 230
2016
Q4 		$252K Buy
+21,591
New +$231K 0.16% 310

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
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

Gideon Capital Advisors's VLY Position: Q1 2018 in Review

Gideon Capital Advisors sold out of Valley National Bancorp (VLY) in Q1 2018, closing a stake of 13,159 shares — an estimated $148K sold.

Gideon Capital Advisors first reported a position in VLY in Q4 2016 and held it in 4 quarters. The position peaked at $319K in Q1 2017. 269 funds tracked by Wall St. Rank hold VLY as of Q1 2018.

  • Gideon Capital Advisors reported no remaining Valley National Bancorp position as of Q1 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 13,159 Valley National Bancorp shares in Q1 2018, an estimated $148K.
  • Gideon Capital Advisors first reported a position in Valley National Bancorp in Q4 2016 and held it in 4 quarters.
  • Gideon Capital Advisors's Valley National Bancorp position peaked at $319K in Q1 2017.
  • 269 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2018.

Based on Gideon Capital Advisors's 13F filing for Q1 2018, filed 14 May 2018.