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Valley National Bancorp’s iShares US Real Estate ETF IYR Stock Holding History

Valley National Bancorp’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$1.14M Buy
14,782
+47
+0.3% +$3.51K 1.39% 18
2014
Q3 		$1.02M Sell
14,735
-1,364
-8% -$98.8K 1.18% 22
2014
Q2 		$1.16M Sell
16,099
-5,905
-27% -$416K 1.36% 21
2014
Q1 		$1.49M Sell
22,004
-1,871
-8% -$124K 1.96% 17
2013
Q4 		$1.51M Buy
+23,875
New +$1.54M 1.47% 22

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Valley National Bancorp increased its iShares US Real Estate ETF (IYR) stake by 0.32% in Q4 2014, buying an estimated $3.51K and bringing the position to 14,782 shares worth $1.14M. The position accounts for 1.39% of the portfolio, ranked #18.

Valley National Bancorp first reported a position in IYR in Q4 2013 and has held it in 5 quarters since. The position peaked at $1.51M in Q4 2013. 333 funds tracked by Wall St. Rank hold IYR as of Q4 2014.

  • Valley National Bancorp held 14,782 shares of iShares US Real Estate ETF worth $1.14M as of Q4 2014.
  • Valley National Bancorp bought 47 iShares US Real Estate ETF shares in Q4 2014, an estimated $3.51K.
  • iShares US Real Estate ETF made up 1.39% of Valley National Bancorp's portfolio in Q4 2014, its #18 holding.
  • Valley National Bancorp first reported a position in iShares US Real Estate ETF in Q4 2013 and has held it in 5 quarters since.
  • Valley National Bancorp's iShares US Real Estate ETF position peaked at $1.51M in Q4 2013.
  • 333 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2014.

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