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Loeb Offshore Management’s Valley National Bancorp VLY Stock Holding History

Loeb Offshore 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
2014
Q2 		– Sell
-103,000
Closed -$1.07M – 184
2014
Q1 		$1.07M Sell
103,000
-249,260
-71% -$2.5M 0.31% 80
2013
Q4 		$3.56M Sell
352,260
-75,091
-18% -$753K 0.98% 31
2013
Q3 		$4.25M Buy
427,351
+377,351
+755% +$3.81M 1.31% 16
2013
Q2 		$474K Buy
+50,000
New +$467K 0.24% 89

Other funds holding VLY

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loeb Offshore Management's VLY Position: Q2 2014 in Review

Loeb Offshore Management sold out of Valley National Bancorp (VLY) in Q2 2014, closing a stake of 103,000 shares — an estimated $1.07M sold.

Loeb Offshore Management first reported a position in VLY in Q2 2013 and held it in 4 quarters. The position peaked at $4.25M in Q3 2013. 212 funds tracked by Wall St. Rank hold VLY as of Q2 2014.

  • Loeb Offshore Management reported no remaining Valley National Bancorp position as of Q2 2014 after selling out during the quarter.
  • Loeb Offshore Management sold 103,000 Valley National Bancorp shares in Q2 2014, an estimated $1.07M.
  • Loeb Offshore Management first reported a position in Valley National Bancorp in Q2 2013 and held it in 4 quarters.
  • Loeb Offshore Management's Valley National Bancorp position peaked at $4.25M in Q3 2013.
  • 212 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2014.

Based on Loeb Offshore Management's 13F filing for Q2 2014, filed 14 Aug 2014.