OI
VLY icon

Oakbrook Investments’s Valley National Bancorp VLY Stock Holding History

Oakbrook Investments’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
2019
Q2 		– Sell
-11,500
Closed -$110K – 658
2019
Q1 		$110K Sell
11,500
-11,100
-49% -$113K 0.01% 598
2018
Q4 		$201K Buy
22,600
+9,800
+77% +$98.9K 0.01% 552
2018
Q3 		$144K Buy
12,800
+2,700
+27% +$32.6K 0.01% 630
2018
Q2 		$123K Buy
+10,100
New +$127K 0.01% 549

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oakbrook Investments's VLY Position: Q2 2019 in Review

Oakbrook Investments sold out of Valley National Bancorp (VLY) in Q2 2019, closing a stake of 11,500 shares — an estimated $110K sold.

Oakbrook Investments first reported a position in VLY in Q2 2018 and held it in 4 quarters. The position peaked at $201K in Q4 2018. 258 funds tracked by Wall St. Rank hold VLY as of Q2 2019.

  • Oakbrook Investments reported no remaining Valley National Bancorp position as of Q2 2019 after selling out during the quarter.
  • Oakbrook Investments sold 11,500 Valley National Bancorp shares in Q2 2019, an estimated $110K.
  • Oakbrook Investments first reported a position in Valley National Bancorp in Q2 2018 and held it in 4 quarters.
  • Oakbrook Investments's Valley National Bancorp position peaked at $201K in Q4 2018.
  • 258 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2019.

Based on Oakbrook Investments's 13F filing for Q2 2019, filed 18 Jul 2019.