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Rowland Carmichael Advisors’s Valley National Bancorp VLY Stock Holding History

Rowland Carmichael 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
2019
Q4 		– Sell
-10,166
Closed -$111K – 375
2019
Q3 		$111K Sell
10,166
-5,049
-33% -$54K 0.04% 287
2019
Q2 		$164K Buy
15,215
+1,900
+14% +$19.5K 0.06% 263
2019
Q1 		$128K Hold
13,315
– – 0.05% 261
2018
Q4 		$118K Buy
+13,315
New +$134K 0.05% 234

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Rowland Carmichael Advisors's VLY Position: Q4 2019 in Review

Rowland Carmichael Advisors sold out of Valley National Bancorp (VLY) in Q4 2019, closing a stake of 10,166 shares — an estimated $111K sold.

Rowland Carmichael Advisors first reported a position in VLY in Q4 2018 and held it in 4 quarters. The position peaked at $164K in Q2 2019. 318 funds tracked by Wall St. Rank hold VLY as of Q4 2019.

  • Rowland Carmichael Advisors reported no remaining Valley National Bancorp position as of Q4 2019 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 10,166 Valley National Bancorp shares in Q4 2019, an estimated $111K.
  • Rowland Carmichael Advisors first reported a position in Valley National Bancorp in Q4 2018 and held it in 4 quarters.
  • Rowland Carmichael Advisors's Valley National Bancorp position peaked at $164K in Q2 2019.
  • 318 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.