Partnervest Advisory Services’s Valley National Bancorp VLY Stock Holding History

Partnervest Advisory 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
2014 Q3	–	Sell	-54	Closed	-$1K	–	773
2014 Q2	$1K	Hold	54	–	–	﹤0.01%	1022
2014 Q1	$1K	Hold	54	–	–	﹤0.01%	1005
2013 Q4	$1K	Hold	54	–	–	﹤0.01%	970
2013 Q3	$1K	Hold	54	–	–	﹤0.01%	979
2013 Q2	$1K	Buy	+54	New	+$504	﹤0.01%	923

Other funds holding VLY

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Partnervest Advisory Services's VLY Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Valley National Bancorp (VLY) in Q3 2014, closing a stake of 54 shares — an estimated $1K sold.

Partnervest Advisory Services first reported a position in VLY in Q2 2013 and held it in 5 quarters. The position peaked at $1K in Q2 2014. 210 funds tracked by Wall St. Rank hold VLY as of Q3 2014.

Partnervest Advisory Services reported no remaining Valley National Bancorp position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 54 Valley National Bancorp shares in Q3 2014, an estimated $1K.
Partnervest Advisory Services first reported a position in Valley National Bancorp in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Valley National Bancorp position peaked at $1K in Q2 2014.
210 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.