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Toth Financial Advisory’s Valley National Bancorp VLY Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-100
Closed -$1K – 461
2018
Q3 		$1K Hold
100
– – ﹤0.01% 421
2018
Q2 		$1K Buy
+100
New +$1.26K ﹤0.01% 420

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Toth Financial Advisory's VLY Position: Q4 2018 in Review

Toth Financial Advisory sold out of Valley National Bancorp (VLY) in Q4 2018, closing a stake of 100 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in VLY in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 272 funds tracked by Wall St. Rank hold VLY as of Q4 2018.

  • Toth Financial Advisory reported no remaining Valley National Bancorp position as of Q4 2018 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Valley National Bancorp shares in Q4 2018, an estimated $1K.
  • Toth Financial Advisory first reported a position in Valley National Bancorp in Q2 2018 and held it in 2 quarters.
  • Toth Financial Advisory's Valley National Bancorp position peaked at $1K in Q3 2018.
  • 272 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2018.

Based on Toth Financial Advisory's 13F filing for Q4 2018, filed 22 Jan 2019.