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Simon Quick Advisors’s Valley National Bancorp VLY Stock Holding History

Simon Quick 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
Q3 		– Sell
-561
Closed -$6.05K – 534
2019
Q2 		$6.05K Buy
+561
New +$5.75K ﹤0.01% 268
2017
Q1 		– Sell
-1
Closed -$1K – 386
2016
Q4 		$1K Buy
+1
New +$11 ﹤0.01% 229

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simon Quick Advisors's VLY Position: Q3 2019 in Review

Simon Quick Advisors sold out of Valley National Bancorp (VLY) in Q3 2019, closing a stake of 561 shares — an estimated $6.05K sold.

Simon Quick Advisors first reported a position in VLY in Q4 2016 and held it in 2 quarters. The position peaked at $6.05K in Q2 2019. 269 funds tracked by Wall St. Rank hold VLY as of Q3 2019.

  • Simon Quick Advisors reported no remaining Valley National Bancorp position as of Q3 2019 after selling out during the quarter.
  • Simon Quick Advisors sold 561 Valley National Bancorp shares in Q3 2019, an estimated $6.05K.
  • Simon Quick Advisors first reported a position in Valley National Bancorp in Q4 2016 and held it in 2 quarters.
  • Simon Quick Advisors's Valley National Bancorp position peaked at $6.05K in Q2 2019.
  • 269 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2019.

Based on Simon Quick Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.