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Valley National Bancorp’s America Movil AMX Stock Holding History

Valley National Bancorp’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$272K Buy
12,275
+3,675
+43% +$85.6K 0.33% 63
2014
Q3 		$216K Buy
8,600
+1,700
+25% +$40.9K 0.25% 69
2014
Q2 		$144K Buy
6,900
+3,600
+109% +$72.1K 0.17% 75
2014
Q1 		$66K Hold
3,300
– – 0.09% 103
2013
Q4 		$77K Buy
+3,300
New +$72K 0.08% 106

Other funds holding AMX

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valley National Bancorp's AMX Position: Q4 2014 in Review

Valley National Bancorp increased its America Movil (AMX) stake by 43% in Q4 2014, buying an estimated $85.6K and bringing the position to 12,275 shares worth $272K. The position accounts for 0.33% of the portfolio, ranked #63.

Valley National Bancorp first reported a position in AMX in Q4 2013 and has held it in 5 quarters since. 336 funds tracked by Wall St. Rank hold AMX as of Q4 2014.

  • Valley National Bancorp held 12,275 shares of America Movil worth $272K as of Q4 2014.
  • Valley National Bancorp bought 3,675 America Movil shares in Q4 2014, an estimated $85.6K.
  • America Movil made up 0.33% of Valley National Bancorp's portfolio in Q4 2014, its #63 holding.
  • Valley National Bancorp first reported a position in America Movil in Q4 2013 and has held it in 5 quarters since.
  • 336 funds tracked by Wall St. Rank held America Movil as of Q4 2014.

Based on Valley National Bancorp's 13F filing for Q4 2014, filed 9 Feb 2015.