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Trevor, Stewart, Burton & Jacobsen’s Valley National Bancorp VLY Stock Holding History

Trevor, Stewart, Burton & Jacobsen’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
2013
Q4 		– Sell
-7,694
Closed -$77K – 61
2013
Q3 		$77K Buy
+7,694
New +$77.7K 0.04% 57

Other funds holding VLY

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Trevor, Stewart, Burton & Jacobsen's VLY Position: Q4 2013 in Review

Trevor, Stewart, Burton & Jacobsen sold out of Valley National Bancorp (VLY) in Q4 2013, closing a stake of 7,694 shares — an estimated $77K sold.

Trevor, Stewart, Burton & Jacobsen first reported a position in VLY in Q3 2013 and held it in 1 quarter. The position peaked at $77K in Q3 2013. 207 funds tracked by Wall St. Rank hold VLY as of Q4 2013.

  • Trevor, Stewart, Burton & Jacobsen reported no remaining Valley National Bancorp position as of Q4 2013 after selling out during the quarter.
  • Trevor, Stewart, Burton & Jacobsen sold 7,694 Valley National Bancorp shares in Q4 2013, an estimated $77K.
  • Trevor, Stewart, Burton & Jacobsen first reported a position in Valley National Bancorp in Q3 2013 and held it in 1 quarter.
  • Trevor, Stewart, Burton & Jacobsen's Valley National Bancorp position peaked at $77K in Q3 2013.
  • 207 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2013.

Based on Trevor, Stewart, Burton & Jacobsen's 13F filing for Q4 2013, filed 11 Feb 2014.