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Mariner Wealth Advisors (Madison)’s Valley National Bancorp VLY Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$579K Hold
58,204
– – 0.23% 44
2013
Q2 		$551K Buy
+58,204
New +$544K 0.25% 39

Other funds holding VLY

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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 $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s VLY Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its Valley National Bancorp (VLY) position steady in Q3 2013 at 58,204 shares worth $579K. The position accounts for 0.23% of the portfolio, ranked #44.

Mariner Wealth Advisors (Madison) first reported a position in VLY in Q2 2013 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold VLY as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 58,204 shares of Valley National Bancorp worth $579K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Valley National Bancorp share count unchanged in Q3 2013.
  • Valley National Bancorp made up 0.23% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #44 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Valley National Bancorp in Q2 2013 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.