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Lenox Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

Lenox Wealth 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
2016
Q4 		– Sell
-39
Closed – – 190
2016
Q3 		$0 Hold
39
– – ﹤0.01% 222
2016
Q2 		$0 Hold
39
– – ﹤0.01% 260
2016
Q1 		$0 Sell
39
-48
-55% -$436 ﹤0.01% 412
2015
Q4 		$1K Buy
+87
New +$904 ﹤0.01% 437

Other funds holding VLY

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lenox Wealth Advisors's VLY Position: Q4 2016 in Review

Lenox Wealth Advisors sold out of Valley National Bancorp (VLY) in Q4 2016, closing a stake of 39 shares.

Lenox Wealth Advisors first reported a position in VLY in Q4 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 234 funds tracked by Wall St. Rank hold VLY as of Q4 2016.

  • Lenox Wealth Advisors reported no remaining Valley National Bancorp position as of Q4 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 39 Valley National Bancorp shares in Q4 2016.
  • Lenox Wealth Advisors first reported a position in Valley National Bancorp in Q4 2015 and held it in 4 quarters.
  • Lenox Wealth Advisors's Valley National Bancorp position peaked at $1K in Q4 2015.
  • 234 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2016.

Based on Lenox Wealth Advisors's 13F filing for Q4 2016, filed 9 Jan 2017.