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Ruggie Capital Group’s Valley National Bancorp VLY Stock Holding History

Ruggie Capital 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
2015
Q1 		– Sell
-7,354
Closed -$69K – 342
2014
Q4 		$69K Buy
+7,354
New +$71.2K 0.06% 65

Other funds holding VLY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Ruggie Capital Group's VLY Position: Q1 2015 in Review

Ruggie Capital Group sold out of Valley National Bancorp (VLY) in Q1 2015, closing a stake of 7,354 shares — an estimated $69K sold.

Ruggie Capital Group first reported a position in VLY in Q4 2014 and held it in 1 quarter. The position peaked at $69K in Q4 2014. 206 funds tracked by Wall St. Rank hold VLY as of Q1 2015.

  • Ruggie Capital Group reported no remaining Valley National Bancorp position as of Q1 2015 after selling out during the quarter.
  • Ruggie Capital Group sold 7,354 Valley National Bancorp shares in Q1 2015, an estimated $69K.
  • Ruggie Capital Group first reported a position in Valley National Bancorp in Q4 2014 and held it in 1 quarter.
  • Ruggie Capital Group's Valley National Bancorp position peaked at $69K in Q4 2014.
  • 206 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2015.

Based on Ruggie Capital Group's 13F filing for Q1 2015, filed 12 May 2015.