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Wealthfront’s Valley National Bancorp VLY Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-1,780
Closed -$18K – 1043
2015
Q3 		$18K Buy
1,780
+1,329
+295% +$13.1K ﹤0.01% 793
2015
Q2 		$5K Buy
451
+340
+306% +$3.31K ﹤0.01% 1059
2015
Q1 		$1K Buy
111
+108
+3,600% +$1.02K ﹤0.01% 1148
2014
Q4 		$0 Buy
+3
New +$29 ﹤0.01% 1002

Other funds holding VLY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthfront's VLY Position: Q4 2015 in Review

Wealthfront sold out of Valley National Bancorp (VLY) in Q4 2015, closing a stake of 1,780 shares — an estimated $18K sold.

Wealthfront first reported a position in VLY in Q4 2014 and held it in 4 quarters. The position peaked at $18K in Q3 2015. 226 funds tracked by Wall St. Rank hold VLY as of Q4 2015.

  • Wealthfront reported no remaining Valley National Bancorp position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1,780 Valley National Bancorp shares in Q4 2015, an estimated $18K.
  • Wealthfront first reported a position in Valley National Bancorp in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Valley National Bancorp position peaked at $18K in Q3 2015.
  • 226 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.