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Valley National Bancorp’s American Express AXP Stock Holding History

Valley National Bancorp’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$172K Sell
1,850
-300
-14% -$26.9K 0.21% 74
2014
Q3 		$188K Hold
2,150
– – 0.22% 72
2014
Q2 		$204K Hold
2,150
– – 0.24% 68
2014
Q1 		$194K Hold
2,150
– – 0.26% 67
2013
Q4 		$195K Buy
+2,150
New +$177K 0.19% 83

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Valley National Bancorp reduced its American Express (AXP) stake by 14% in Q4 2014, selling an estimated $26.9K and leaving 1,850 shares worth $172K. The position accounts for 0.21% of the portfolio, ranked #74.

Valley National Bancorp first reported a position in AXP in Q4 2013 and has held it in 5 quarters since. The position peaked at $204K in Q2 2014. 1,320 funds tracked by Wall St. Rank hold AXP as of Q4 2014.

  • Valley National Bancorp held 1,850 shares of American Express worth $172K as of Q4 2014.
  • Valley National Bancorp sold 300 American Express shares in Q4 2014, an estimated $26.9K.
  • American Express made up 0.21% of Valley National Bancorp's portfolio in Q4 2014, its #74 holding.
  • Valley National Bancorp first reported a position in American Express in Q4 2013 and has held it in 5 quarters since.
  • Valley National Bancorp's American Express position peaked at $204K in Q2 2014.
  • 1,320 funds tracked by Wall St. Rank held American Express as of Q4 2014.

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