Ken Fisher’s Valley National Bancorp VLY Stock Holding History

Ken Fisher’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	-18,855	Closed	-$235K	–	835
2018 Q1	$235K	Buy	+18,855	New	+$235K	﹤0.01%	716

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ken Fisher's VLY Position: Q2 2018 in Review

Ken Fisher sold out of Valley National Bancorp (VLY) in Q2 2018, closing a stake of 18,855 shares — an estimated $235K sold.

Ken Fisher first reported a position in VLY in Q1 2018 and held it in 1 quarter. The position peaked at $235K in Q1 2018. 264 funds tracked by Wall St. Rank hold VLY as of Q2 2018.

Ken Fisher reported no remaining Valley National Bancorp position as of Q2 2018 after selling out during the quarter.
Ken Fisher sold 18,855 Valley National Bancorp shares in Q2 2018, an estimated $235K.
Ken Fisher first reported a position in Valley National Bancorp in Q1 2018 and held it in 1 quarter.
Ken Fisher's Valley National Bancorp position peaked at $235K in Q1 2018.
264 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2018.

Based on Fisher Asset Management's 13F filing for Q2 2018, filed 9 Jul 2018.