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Wright Investors Service’s Valley National Bancorp VLY Stock Holding History

Wright Investors Service’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
Q1 		– Sell
-13,796
Closed -$134K – 221
2014
Q4 		$134K Sell
13,796
-1,330
-9% -$12.9K 0.07% 211
2014
Q3 		$147K Hold
15,126
– – 0.07% 195
2014
Q2 		$150K Hold
15,126
– – 0.07% 213
2014
Q1 		$157K Hold
15,126
– – 0.07% 212
2013
Q4 		$153K Sell
15,126
-440
-3% -$4.41K 0.07% 216
2013
Q3 		$155K Buy
+15,566
New +$157K 0.07% 211

Other funds holding VLY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Wright Investors Service's VLY Position: Q1 2015 in Review

Wright Investors Service sold out of Valley National Bancorp (VLY) in Q1 2015, closing a stake of 13,796 shares — an estimated $134K sold.

Wright Investors Service first reported a position in VLY in Q3 2013 and held it in 6 quarters. The position peaked at $157K in Q1 2014. 206 funds tracked by Wall St. Rank hold VLY as of Q1 2015.

  • Wright Investors Service reported no remaining Valley National Bancorp position as of Q1 2015 after selling out during the quarter.
  • Wright Investors Service sold 13,796 Valley National Bancorp shares in Q1 2015, an estimated $134K.
  • Wright Investors Service first reported a position in Valley National Bancorp in Q3 2013 and held it in 6 quarters.
  • Wright Investors Service's Valley National Bancorp position peaked at $157K in Q1 2014.
  • 206 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2015.

Based on Wright Investors Service's 13F filing for Q1 2015, filed 24 Apr 2015.