Linscomb Wealth’s Valley National Bancorp VLY Stock Holding History

Linscomb Wealth’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
2019 Q4	–	Sell	-40,985	Closed	-$446K	–	419
2019 Q3	$446K	Buy	+40,985	New	+$439K	0.04%	201

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Linscomb Wealth's VLY Position: Q4 2019 in Review

Linscomb Wealth sold out of Valley National Bancorp (VLY) in Q4 2019, closing a stake of 40,985 shares — an estimated $446K sold.

Linscomb Wealth first reported a position in VLY in Q3 2019 and held it in 1 quarter. The position peaked at $446K in Q3 2019. 318 funds tracked by Wall St. Rank hold VLY as of Q4 2019.

Linscomb Wealth reported no remaining Valley National Bancorp position as of Q4 2019 after selling out during the quarter.
Linscomb Wealth sold 40,985 Valley National Bancorp shares in Q4 2019, an estimated $446K.
Linscomb Wealth first reported a position in Valley National Bancorp in Q3 2019 and held it in 1 quarter.
Linscomb Wealth's Valley National Bancorp position peaked at $446K in Q3 2019.
318 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2019.

Based on Linscomb Wealth's 13F filing for Q4 2019, filed 13 Feb 2020.