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

LBA 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
2015
Q2 		– Sell
-2,667
Closed -$25K – 333
2015
Q1 		$25K Hold
2,667
– – 0.02% 200
2014
Q4 		$26K Hold
2,667
– – 0.02% 193
2014
Q3 		$26K Sell
2,667
-4,185
-61% -$41.2K 0.02% 208
2014
Q2 		$68K Hold
6,852
– – 0.06% 152
2014
Q1 		$71K Sell
6,852
-2,500
-27% -$25.1K 0.06% 148
2013
Q4 		$95K Buy
+9,352
New +$93.8K 0.08% 133

Other funds holding VLY

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

LBA Wealth Management's VLY Position: Q2 2015 in Review

LBA Wealth Management sold out of Valley National Bancorp (VLY) in Q2 2015, closing a stake of 2,667 shares — an estimated $25K sold.

LBA Wealth Management first reported a position in VLY in Q4 2013 and held it in 6 quarters. The position peaked at $95K in Q4 2013. 204 funds tracked by Wall St. Rank hold VLY as of Q2 2015.

  • LBA Wealth Management reported no remaining Valley National Bancorp position as of Q2 2015 after selling out during the quarter.
  • LBA Wealth Management sold 2,667 Valley National Bancorp shares in Q2 2015, an estimated $25K.
  • LBA Wealth Management first reported a position in Valley National Bancorp in Q4 2013 and held it in 6 quarters.
  • LBA Wealth Management's Valley National Bancorp position peaked at $95K in Q4 2013.
  • 204 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2015.

Based on LBA Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.