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Waratah Capital Advisors’s Valley National Bancorp VLY Stock Holding History

Waratah Capital 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
2017
Q4 		– Sell
-35,119
Closed -$423K – 154
2017
Q3 		$423K Sell
35,119
-71,511
-67% -$824K 0.05% 111
2017
Q2 		$1.26M Buy
+106,630
New +$1.25M 0.18% 94

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
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

Waratah Capital Advisors's VLY Position: Q4 2017 in Review

Waratah Capital Advisors sold out of Valley National Bancorp (VLY) in Q4 2017, closing a stake of 35,119 shares — an estimated $423K sold.

Waratah Capital Advisors first reported a position in VLY in Q2 2017 and held it in 2 quarters. The position peaked at $1.26M in Q2 2017. 282 funds tracked by Wall St. Rank hold VLY as of Q4 2017.

  • Waratah Capital Advisors reported no remaining Valley National Bancorp position as of Q4 2017 after selling out during the quarter.
  • Waratah Capital Advisors sold 35,119 Valley National Bancorp shares in Q4 2017, an estimated $423K.
  • Waratah Capital Advisors first reported a position in Valley National Bancorp in Q2 2017 and held it in 2 quarters.
  • Waratah Capital Advisors's Valley National Bancorp position peaked at $1.26M in Q2 2017.
  • 282 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2017.

Based on Waratah Capital Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.