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

Lenox 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
2018
Q4 		– Sell
-1,268
Closed -$14K – 683
2018
Q3 		$14K Buy
1,268
+243
+24% +$2.93K ﹤0.01% 371
2018
Q2 		$13K Buy
1,025
+242
+31% +$3.05K ﹤0.01% 338
2018
Q1 		$9K Sell
783
-317
-29% -$3.95K ﹤0.01% 364
2017
Q4 		$12K Buy
1,100
+115
+12% +$1.33K ﹤0.01% 371
2017
Q3 		$11K Buy
+985
New +$11.3K ﹤0.01% 387

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
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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Lenox Wealth Management's VLY Position: Q4 2018 in Review

Lenox Wealth Management sold out of Valley National Bancorp (VLY) in Q4 2018, closing a stake of 1,268 shares — an estimated $14K sold.

Lenox Wealth Management first reported a position in VLY in Q3 2017 and held it in 5 quarters. The position peaked at $14K in Q3 2018. 272 funds tracked by Wall St. Rank hold VLY as of Q4 2018.

  • Lenox Wealth Management reported no remaining Valley National Bancorp position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 1,268 Valley National Bancorp shares in Q4 2018, an estimated $14K.
  • Lenox Wealth Management first reported a position in Valley National Bancorp in Q3 2017 and held it in 5 quarters.
  • Lenox Wealth Management's Valley National Bancorp position peaked at $14K in Q3 2018.
  • 272 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.