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Kovack Advisors’s Valley National Bancorp VLY Stock Holding History

Kovack 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
2020
Q2 		– Sell
-18,068
Closed -$132K – 535
2020
Q1 		$132K Buy
18,068
+172
+1% +$1.68K 0.03% 394
2019
Q4 		$205K Buy
17,896
+178
+1% +$2.05K 0.04% 456
2019
Q3 		$193K Buy
17,718
+189
+1% +$2.02K 0.04% 430
2019
Q2 		$189K Buy
17,529
+197
+1% +$2.02K 0.04% 402
2019
Q1 		$166K Buy
17,332
+214
+1% +$2.18K 0.04% 388
2018
Q4 		$152K Buy
17,118
+166
+1% +$1.68K 0.04% 365
2018
Q3 		$191K Sell
16,952
-852
-5% -$10.3K 0.05% 397
2018
Q2 		$216K Buy
17,804
+1,149
+7% +$14.5K 0.06% 357
2018
Q1 		$208K Sell
16,655
-641
-4% -$7.99K 0.05% 420
2017
Q4 		$194K Buy
17,296
+951
+6% +$11K 0.05% 416
2017
Q3 		$197K Buy
16,345
+154
+1% +$1.77K 0.07% 315
2017
Q2 		$191K Buy
16,191
+152
+0.9% +$1.78K 0.06% 343
2017
Q1 		$189K Buy
16,039
+148
+0.9% +$1.78K 0.07% 270
2016
Q4 		$185K Buy
15,891
+180
+1% +$1.93K 0.09% 235
2016
Q3 		$153K Buy
15,711
+196
+1% +$1.83K 0.07% 237
2016
Q2 		$141K Buy
15,515
+180
+1% +$1.68K 0.07% 237
2016
Q1 		$146K Buy
15,335
+165
+1% +$1.5K 0.09% 213
2015
Q4 		$149K Buy
15,170
+170
+1% +$1.77K 0.1% 198
2015
Q3 		$148K Buy
15,000
+5,000
+50% +$49.2K 0.1% 185
2015
Q2 		$103K Buy
+10,000
New +$97.4K 0.07% 191

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kovack Advisors's VLY Position: Q2 2020 in Review

Kovack Advisors sold out of Valley National Bancorp (VLY) in Q2 2020, closing a stake of 18,068 shares — an estimated $132K sold.

Kovack Advisors first reported a position in VLY in Q2 2015 and held it in 20 quarters. The position peaked at $216K in Q2 2018. 286 funds tracked by Wall St. Rank hold VLY as of Q2 2020.

  • Kovack Advisors reported no remaining Valley National Bancorp position as of Q2 2020 after selling out during the quarter.
  • Kovack Advisors sold 18,068 Valley National Bancorp shares in Q2 2020, an estimated $132K.
  • Kovack Advisors first reported a position in Valley National Bancorp in Q2 2015 and held it in 20 quarters.
  • Kovack Advisors's Valley National Bancorp position peaked at $216K in Q2 2018.
  • 286 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2020.

Based on Kovack Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.