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Valley National Bancorp’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Valley National Bancorp’s Portfolio IEZ Stock Details IEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$371K Buy
7,422
+263
+4% +$14.8K 0.45% 52
2014
Q3 		$475K Sell
7,159
-1,267
-15% -$92K 0.55% 47
2014
Q2 		$653K Buy
8,426
+1,198
+17% +$85.4K 0.77% 37
2014
Q1 		$494K Buy
7,228
+350
+5% +$22.5K 0.65% 42
2013
Q4 		$446K Buy
+6,878
New +$447K 0.44% 61

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Valley National Bancorp increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 3.7% in Q4 2014, buying an estimated $14.8K and bringing the position to 7,422 shares worth $371K. The position accounts for 0.45% of the portfolio, ranked #52.

Valley National Bancorp first reported a position in IEZ in Q4 2013 and has held it in 5 quarters since. The position peaked at $653K in Q2 2014. 109 funds tracked by Wall St. Rank hold IEZ as of Q4 2014.

  • Valley National Bancorp held 7,422 shares of iShares US Oil Equipment & Services ETF worth $371K as of Q4 2014.
  • Valley National Bancorp bought 263 iShares US Oil Equipment & Services ETF shares in Q4 2014, an estimated $14.8K.
  • iShares US Oil Equipment & Services ETF made up 0.45% of Valley National Bancorp's portfolio in Q4 2014, its #52 holding.
  • Valley National Bancorp first reported a position in iShares US Oil Equipment & Services ETF in Q4 2013 and has held it in 5 quarters since.
  • Valley National Bancorp's iShares US Oil Equipment & Services ETF position peaked at $653K in Q2 2014.
  • 109 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2014.

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