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Wilbanks Smith & Thomas Asset Management’s Valley National Bancorp VLY Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
-580
Closed -$7K – 1273
2018
Q3 		$7K Buy
+580
New +$7K ﹤0.01% 1145

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State Street
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Dimensional Fund Advisors
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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

Wilbanks Smith & Thomas Asset Management's VLY Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Valley National Bancorp (VLY) in Q4 2018, closing a stake of 580 shares — an estimated $7K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in VLY in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 272 funds tracked by Wall St. Rank hold VLY as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Valley National Bancorp position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 580 Valley National Bancorp shares in Q4 2018, an estimated $7K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Valley National Bancorp in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Valley National Bancorp position peaked at $7K in Q3 2018.
  • 272 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.