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IHT Wealth Management’s Valley National Bancorp VLY Stock Holding History

IHT Wealth 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
Q2 		– Sell
-636
Closed -$8K – 1340
2018
Q1 		$8K Hold
636
– – ﹤0.01% 1249
2017
Q4 		$7K Buy
+636
New +$7.37K ﹤0.01% 1276

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

IHT Wealth Management's VLY Position: Q2 2018 in Review

IHT Wealth Management sold out of Valley National Bancorp (VLY) in Q2 2018, closing a stake of 636 shares — an estimated $8K sold.

IHT Wealth Management first reported a position in VLY in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 263 funds tracked by Wall St. Rank hold VLY as of Q2 2018.

  • IHT Wealth Management reported no remaining Valley National Bancorp position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 636 Valley National Bancorp shares in Q2 2018, an estimated $8K.
  • IHT Wealth Management first reported a position in Valley National Bancorp in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Valley National Bancorp position peaked at $8K in Q1 2018.
  • 263 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.