Valley National Bancorp’s Vanguard Short-Term Bond ETF BSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$3.92M	Buy	49,013 +46	+0.1%	+$3.69K	4.78%	5
2014 Q3	$3.92M	Sell	48,967 -820	-2%	-$65.7K	4.55%	5
2014 Q2	$4M	Buy	49,787 +20,032	+67%	+$1.61M	4.7%	3
2014 Q1	$2.38M	Sell	29,755 -109	-0.4%	-$8.74K	3.13%	6
2013 Q4	$2.39M	Buy	+29,864	New	+$2.4M	2.34%	8

Other funds holding BSV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Valley National Bancorp increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.09% in Q4 2014, buying an estimated $3.69K and bringing the position to 49,013 shares worth $3.92M. The position accounts for 4.78% of the portfolio, ranked #5.

Valley National Bancorp first reported a position in BSV in Q4 2013 and has held it in 5 quarters since. The position peaked at $4M in Q2 2014. 406 funds tracked by Wall St. Rank hold BSV as of Q4 2014.

Valley National Bancorp held 49,013 shares of Vanguard Short-Term Bond ETF worth $3.92M as of Q4 2014.
Valley National Bancorp bought 46 Vanguard Short-Term Bond ETF shares in Q4 2014, an estimated $3.69K.
Vanguard Short-Term Bond ETF made up 4.78% of Valley National Bancorp's portfolio in Q4 2014, its #5 holding.
Valley National Bancorp first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 5 quarters since.
Valley National Bancorp's Vanguard Short-Term Bond ETF position peaked at $4M in Q2 2014.
406 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2014.

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