Rehmann Capital Advisory Group’s Valley National Bancorp VLY Stock Holding History

Rehmann Capital Advisory Group’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
2018 Q2	–	Sell	-5,020	Closed	-$63K	–	2248
2018 Q1	$63K	Buy	+5,020	New	+$62.6K	0.01%	680
2015 Q4	–	Sell	-19,250	Closed	-$189K	–	363
2015 Q3	$189K	Hold	19,250	–	–	0.04%	308
2015 Q2	$198K	Hold	19,250	–	–	0.05%	322
2015 Q1	$182K	Hold	19,250	–	–	0.04%	331
2014 Q4	$187K	Hold	19,250	–	–	0.04%	319
2014 Q3	$187K	Hold	19,250	–	–	0.04%	322
2014 Q2	$191K	Hold	19,250	–	–	0.05%	311
2014 Q1	$200K	Buy	19,250 +500	+3%	+$5.01K	0.05%	302
2013 Q4	$190K	Hold	18,750	–	–	0.06%	286
2013 Q3	$187K	Buy	+18,750	New	+$189K	0.06%	260

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon

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

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

Macquarie Group

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return