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JOYN Advisors’s Valley National Bancorp VLY Stock Holding History

JOYN 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
2019
Q1 		– Sell
-3,928
Closed -$35K – 1366
2018
Q4 		$35K Buy
3,928
+3,668
+1,411% +$37K 0.01% 459
2018
Q3 		$3K Buy
260
+63
+32% +$760 ﹤0.01% 1390
2018
Q2 		$2K Buy
197
+51
+35% +$643 ﹤0.01% 1468
2018
Q1 		$2K Buy
+146
New +$1.82K ﹤0.01% 1109

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JOYN Advisors's VLY Position: Q1 2019 in Review

JOYN Advisors sold out of Valley National Bancorp (VLY) in Q1 2019, closing a stake of 3,928 shares — an estimated $35K sold.

JOYN Advisors first reported a position in VLY in Q1 2018 and held it in 4 quarters. The position peaked at $35K in Q4 2018. 264 funds tracked by Wall St. Rank hold VLY as of Q1 2019.

  • JOYN Advisors reported no remaining Valley National Bancorp position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 3,928 Valley National Bancorp shares in Q1 2019, an estimated $35K.
  • JOYN Advisors first reported a position in Valley National Bancorp in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Valley National Bancorp position peaked at $35K in Q4 2018.
  • 264 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.