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

Lowe 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
2015
Q4 		– Sell
-631
Closed -$6K – 251
2015
Q3 		$6K Buy
+631
New +$6.21K ﹤0.01% 152

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
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
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

Lowe Wealth Advisors's VLY Position: Q4 2015 in Review

Lowe Wealth Advisors sold out of Valley National Bancorp (VLY) in Q4 2015, closing a stake of 631 shares — an estimated $6K sold.

Lowe Wealth Advisors first reported a position in VLY in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 226 funds tracked by Wall St. Rank hold VLY as of Q4 2015.

  • Lowe Wealth Advisors reported no remaining Valley National Bancorp position as of Q4 2015 after selling out during the quarter.
  • Lowe Wealth Advisors sold 631 Valley National Bancorp shares in Q4 2015, an estimated $6K.
  • Lowe Wealth Advisors first reported a position in Valley National Bancorp in Q3 2015 and held it in 1 quarter.
  • Lowe Wealth Advisors's Valley National Bancorp position peaked at $6K in Q3 2015.
  • 226 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2015.

Based on Lowe Wealth Advisors's 13F filing for Q4 2015, filed 3 Feb 2016.