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Morningstar Investment Services’s Valley National Bancorp VLY Stock Holding History

Morningstar Investment Services’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 		– Sell
-27,006
Closed -$256K – 207
2013
Q2 		$256K Buy
+27,006
New +$252K 0.03% 182

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CWAM
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BIT
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
NRECA
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morningstar Investment Services's VLY Position: Q3 2013 in Review

Morningstar Investment Services sold out of Valley National Bancorp (VLY) in Q3 2013, closing a stake of 27,006 shares — an estimated $256K sold.

Morningstar Investment Services first reported a position in VLY in Q2 2013 and held it in 1 quarter. The position peaked at $256K in Q2 2013. 206 funds tracked by Wall St. Rank hold VLY as of Q3 2013.

  • Morningstar Investment Services reported no remaining Valley National Bancorp position as of Q3 2013 after selling out during the quarter.
  • Morningstar Investment Services sold 27,006 Valley National Bancorp shares in Q3 2013, an estimated $256K.
  • Morningstar Investment Services first reported a position in Valley National Bancorp in Q2 2013 and held it in 1 quarter.
  • Morningstar Investment Services's Valley National Bancorp position peaked at $256K in Q2 2013.
  • 206 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2013.

Based on Morningstar Investment Services's 13F filing for Q3 2013, filed 12 Nov 2013.