MSI Financial Services’s Valley National Bancorp VLY Stock Holding History

MSI Financial 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
2016 Q4	$28K	Hold	2,400	–	–	﹤0.01%	2202
2016 Q3	$24K	Sell	2,400 -2,253	-48%	-$21K	﹤0.01%	2268
2016 Q2	$42K	Buy	4,653 +3,186	+217%	+$29.8K	﹤0.01%	1900
2016 Q1	$14K	Buy	1,467 +583	+66%	+$5.3K	﹤0.01%	2554
2015 Q4	$9K	Buy	884 +55	+7%	+$572	﹤0.01%	2783
2015 Q3	$8K	Hold	829	–	–	﹤0.01%	2195
2015 Q2	$9K	Hold	829	–	–	﹤0.01%	2203
2015 Q1	$8K	Sell	829 -3,543	-81%	-$33.5K	﹤0.01%	2257
2014 Q4	$42K	Buy	4,372 +3,572	+447%	+$34.6K	﹤0.01%	1161
2014 Q3	$8K	Hold	800	–	–	﹤0.01%	1930
2014 Q2	$8K	Sell	800 -600	-43%	-$6.03K	﹤0.01%	1902
2014 Q1	$15K	Sell	1,400 -500	-26%	-$5.01K	﹤0.01%	1564
2013 Q4	$19K	Hold	1,900	–	–	﹤0.01%	1416
2013 Q3	$19K	Hold	1,900	–	–	﹤0.01%	1227
2013 Q2	$18K	Buy	+1,900	New	+$17.7K	﹤0.01%	1299

Other funds holding VLY

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

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

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MSI Financial Services's VLY Position: Q4 2016 in Review

MSI Financial Services held its Valley National Bancorp (VLY) position steady in Q4 2016 at 2,400 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

MSI Financial Services first reported a position in VLY in Q2 2013 and has held it in 15 quarters since. The position peaked at $42K in Q2 2016. 234 funds tracked by Wall St. Rank hold VLY as of Q4 2016.

MSI Financial Services held 2,400 shares of Valley National Bancorp worth $28K as of Q4 2016.
MSI Financial Services left its Valley National Bancorp share count unchanged in Q4 2016.
Valley National Bancorp made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2202 holding.
MSI Financial Services first reported a position in Valley National Bancorp in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's Valley National Bancorp position peaked at $42K in Q2 2016.
234 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.