Valley National Bancorp’s BP BP Stock Holding History

Valley National Bancorp’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$466K	Sell	14,736 -505	-3%	-$17K	0.57%	47
2014 Q3	$548K	Buy	15,241 +427	+3%	+$16.9K	0.64%	40
2014 Q2	$639K	Buy	14,814 +2,384	+19%	+$98.3K	0.75%	38
2014 Q1	$489K	Hold	12,430	–	–	0.64%	45
2013 Q4	$494K	Buy	+12,430	New	+$463K	0.48%	58

Other funds holding BP

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Valley National Bancorp reduced its BP (BP) stake by 3.3% in Q4 2014, selling an estimated $17K and leaving 14,736 shares worth $466K. The position accounts for 0.57% of the portfolio, ranked #47.

Valley National Bancorp first reported a position in BP in Q4 2013 and has held it in 5 quarters since. The position peaked at $639K in Q2 2014. 882 funds tracked by Wall St. Rank hold BP as of Q4 2014.

Valley National Bancorp held 14,736 shares of BP worth $466K as of Q4 2014.
Valley National Bancorp sold 505 BP shares in Q4 2014, an estimated $17K.
BP made up 0.57% of Valley National Bancorp's portfolio in Q4 2014, its #47 holding.
Valley National Bancorp first reported a position in BP in Q4 2013 and has held it in 5 quarters since.
Valley National Bancorp's BP position peaked at $639K in Q2 2014.
882 funds tracked by Wall St. Rank held BP as of Q4 2014.

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