Valley National Bancorp’s GE Aerospace GE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$754K	Sell	6,228 -2,691	-30%	-$331K	0.92%	28
2014 Q3	$1.09M	Sell	8,919 -1,294	-13%	-$161K	1.27%	20
2014 Q2	$1.29M	Sell	10,213 -929	-8%	-$118K	1.51%	18
2014 Q1	$1.38M	Sell	11,142 -11,859	-52%	-$1.46M	1.82%	20
2013 Q4	$3.09M	Buy	+23,001	New	+$2.9M	3.02%	6

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Valley National Bancorp reduced its GE Aerospace (GE) stake by 30% in Q4 2014, selling an estimated $331K and leaving 6,228 shares worth $754K. The position accounts for 0.92% of the portfolio, ranked #28.

Valley National Bancorp first reported a position in GE in Q4 2013 and has held it in 5 quarters since. The position peaked at $3.09M in Q4 2013. 1,956 funds tracked by Wall St. Rank hold GE as of Q4 2014.

Valley National Bancorp held 6,228 shares of GE Aerospace worth $754K as of Q4 2014.
Valley National Bancorp sold 2,691 GE Aerospace shares in Q4 2014, an estimated $331K.
GE Aerospace made up 0.92% of Valley National Bancorp's portfolio in Q4 2014, its #28 holding.
Valley National Bancorp first reported a position in GE Aerospace in Q4 2013 and has held it in 5 quarters since.
Valley National Bancorp's GE Aerospace position peaked at $3.09M in Q4 2013.
1,956 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2014.

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