Whittier Trust’s Valley National Bancorp VLY Stock Holding History

Whittier Trust’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	-250	Closed	-$3K	–	1352
2017 Q3	$3K	Buy	+250	New	+$2.88K	﹤0.01%	1207

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

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Whittier Trust's VLY Position: Q4 2017 in Review

Whittier Trust sold out of Valley National Bancorp (VLY) in Q4 2017, closing a stake of 250 shares — an estimated $3K sold.

Whittier Trust first reported a position in VLY in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 282 funds tracked by Wall St. Rank hold VLY as of Q4 2017.

Whittier Trust reported no remaining Valley National Bancorp position as of Q4 2017 after selling out during the quarter.
Whittier Trust sold 250 Valley National Bancorp shares in Q4 2017, an estimated $3K.
Whittier Trust first reported a position in Valley National Bancorp in Q3 2017 and held it in 1 quarter.
Whittier Trust's Valley National Bancorp position peaked at $3K in Q3 2017.
282 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2017.

Based on Whittier Trust's 13F filing for Q4 2017, filed 7 Feb 2018.