Sound Income Strategies’s Valley National Bancorp VLY Stock Holding History

Sound Income Strategies’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
2020 Q1	–	Sell	-2,268	Closed	-$26K	–	891
2019 Q4	$26K	Hold	2,268	–	–	0.01%	207
2019 Q3	$25K	Hold	2,268	–	–	0.01%	194
2019 Q2	$24K	Hold	2,268	–	–	0.01%	206
2019 Q1	$22K	Hold	2,268	–	–	0.01%	221
2018 Q4	$20K	Hold	2,268	–	–	0.01%	237
2018 Q3	$26K	Hold	2,268	–	–	0.01%	210
2018 Q2	$28K	Hold	2,268	–	–	0.02%	177
2018 Q1	$28K	Buy	+2,268	New	+$28.3K	0.02%	165

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sound Income Strategies's VLY Position: Q1 2020 in Review

Sound Income Strategies sold out of Valley National Bancorp (VLY) in Q1 2020, closing a stake of 2,268 shares — an estimated $26K sold.

Sound Income Strategies first reported a position in VLY in Q1 2018 and held it in 8 quarters. The position peaked at $28K in Q2 2018. 290 funds tracked by Wall St. Rank hold VLY as of Q1 2020.

Sound Income Strategies reported no remaining Valley National Bancorp position as of Q1 2020 after selling out during the quarter.
Sound Income Strategies sold 2,268 Valley National Bancorp shares in Q1 2020, an estimated $26K.
Sound Income Strategies first reported a position in Valley National Bancorp in Q1 2018 and held it in 8 quarters.
Sound Income Strategies's Valley National Bancorp position peaked at $28K in Q2 2018.
290 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2020.

Based on Sound Income Strategies's 13F filing for Q1 2020, filed 7 Apr 2020.