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Howe & Rusling’s Valley National Bancorp VLY Stock Holding History

Howe & Rusling’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
2015
Q4 		– Sell
-66
Closed -$1K – 1076
2015
Q3 		$1K Hold
66
– – ﹤0.01% 964
2015
Q2 		$1K Hold
66
– – ﹤0.01% 986
2015
Q1 		$1K Hold
66
– – ﹤0.01% 890
2014
Q4 		$1K Hold
66
– – ﹤0.01% 869
2014
Q3 		$1K Hold
66
– – ﹤0.01% 854
2014
Q2 		$1K Hold
66
– – ﹤0.01% 776
2014
Q1 		$1K Hold
66
– – ﹤0.01% 820
2013
Q4 		$1K Hold
66
– – ﹤0.01% 765
2013
Q3 		$1K Hold
66
– – ﹤0.01% 847
2013
Q2 		$1K Buy
+66
New +$616 ﹤0.01% 872

Other funds holding VLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Howe & Rusling's VLY Position: Q4 2015 in Review

Howe & Rusling sold out of Valley National Bancorp (VLY) in Q4 2015, closing a stake of 66 shares — an estimated $1K sold.

Howe & Rusling first reported a position in VLY in Q2 2013 and held it in 10 quarters. The position peaked at $1K in Q3 2015. 226 funds tracked by Wall St. Rank hold VLY as of Q4 2015.

  • Howe & Rusling reported no remaining Valley National Bancorp position as of Q4 2015 after selling out during the quarter.
  • Howe & Rusling sold 66 Valley National Bancorp shares in Q4 2015, an estimated $1K.
  • Howe & Rusling first reported a position in Valley National Bancorp in Q2 2013 and held it in 10 quarters.
  • Howe & Rusling's Valley National Bancorp position peaked at $1K in Q3 2015.
  • 226 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2015.

Based on Howe & Rusling's 13F filing for Q4 2015, filed 11 Feb 2016.