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RWA Wealth Partners’s Valley National Bancorp VLY Stock Holding History

RWA Wealth Partners’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
Q3 		– Sell
-2,634
Closed -$32K – 682
2018
Q2 		$32K Buy
+2,634
New +$33.2K ﹤0.01% 475

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
State Street
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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

RWA Wealth Partners's VLY Position: Q3 2018 in Review

RWA Wealth Partners sold out of Valley National Bancorp (VLY) in Q3 2018, closing a stake of 2,634 shares — an estimated $32K sold.

RWA Wealth Partners first reported a position in VLY in Q2 2018 and held it in 1 quarter. The position peaked at $32K in Q2 2018. 262 funds tracked by Wall St. Rank hold VLY as of Q3 2018.

  • RWA Wealth Partners reported no remaining Valley National Bancorp position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 2,634 Valley National Bancorp shares in Q3 2018, an estimated $32K.
  • RWA Wealth Partners first reported a position in Valley National Bancorp in Q2 2018 and held it in 1 quarter.
  • RWA Wealth Partners's Valley National Bancorp position peaked at $32K in Q2 2018.
  • 262 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.