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Rational Advisors’s Valley National Bancorp VLY Stock Holding History

Rational Advisors’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
Q4 		$77K Sell
7,650
-870
-10% -$8.73K 0.01% 658
2013
Q3 		$85K Sell
8,520
-174
-2% -$1.76K 0.01% 681
2013
Q2 		$82K Buy
+8,694
New +$81.2K 0.01% 682

Other funds holding VLY

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Rational Advisors's VLY Position: Q4 2013 in Review

Rational Advisors reduced its Valley National Bancorp (VLY) stake by 10% in Q4 2013, selling an estimated $8.73K and leaving 7,650 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #658.

Rational Advisors first reported a position in VLY in Q2 2013 and has held it in 3 quarters since. The position peaked at $85K in Q3 2013. 207 funds tracked by Wall St. Rank hold VLY as of Q4 2013.

  • Rational Advisors held 7,650 shares of Valley National Bancorp worth $77K as of Q4 2013.
  • Rational Advisors sold 870 Valley National Bancorp shares in Q4 2013, an estimated $8.73K.
  • Valley National Bancorp made up 0.01% of Rational Advisors's portfolio in Q4 2013, its #658 holding.
  • Rational Advisors first reported a position in Valley National Bancorp in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's Valley National Bancorp position peaked at $85K in Q3 2013.
  • 207 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.