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Roffman Miller Associates’s Valley National Bancorp VLY Stock Holding History

Roffman Miller Associates’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
Q2 		– Sell
-21,450
Closed -$223K – 71
2014
Q1 		$223K Sell
21,450
-544,082
-96% -$5.45M 0.05% 69
2013
Q4 		$5.72M Sell
565,532
-10,459
-2% -$105K 1.32% 36
2013
Q3 		$5.73M Buy
575,991
+39,967
+7% +$404K 1.45% 35
2013
Q2 		$5.08M Buy
+536,024
New +$5.01M 1.35% 36

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BFA
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Vanguard Group
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return