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Valley National Bancorp’s Invesco Value Municipal Income Trust IIM Stock Holding History

Valley National Bancorp’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$27K Hold
1,675
– – 0.03% 142
2014
Q3 		$25K Buy
+1,675
New +$24.9K 0.03% 153

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AAM
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BTS
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
DLG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Valley National Bancorp held its Invesco Value Municipal Income Trust (IIM) position steady in Q4 2014 at 1,675 shares worth $27K. The position accounts for 0.03% of the portfolio, ranked #142.

Valley National Bancorp first reported a position in IIM in Q3 2014 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold IIM as of Q4 2014.

  • Valley National Bancorp held 1,675 shares of Invesco Value Municipal Income Trust worth $27K as of Q4 2014.
  • Valley National Bancorp left its Invesco Value Municipal Income Trust share count unchanged in Q4 2014.
  • Invesco Value Municipal Income Trust made up 0.03% of Valley National Bancorp's portfolio in Q4 2014, its #142 holding.
  • Valley National Bancorp first reported a position in Invesco Value Municipal Income Trust in Q3 2014 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q4 2014.

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