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Omnia Family Wealth’s Valley National Bancorp VLY Stock Holding History

Omnia Family Wealth’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
-353
Closed -$3K – 509
2019
Q1 		$3K Hold
353
– – ﹤0.01% 421
2018
Q4 		$3K Buy
+353
New +$3.56K ﹤0.01% 367

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

Omnia Family Wealth's VLY Position: Q2 2019 in Review

Omnia Family Wealth sold out of Valley National Bancorp (VLY) in Q2 2019, closing a stake of 353 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in VLY in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 258 funds tracked by Wall St. Rank hold VLY as of Q2 2019.

  • Omnia Family Wealth reported no remaining Valley National Bancorp position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 353 Valley National Bancorp shares in Q2 2019, an estimated $3K.
  • Omnia Family Wealth first reported a position in Valley National Bancorp in Q4 2018 and held it in 2 quarters.
  • Omnia Family Wealth's Valley National Bancorp position peaked at $3K in Q1 2019.
  • 258 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.