Valley National Bancorp’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$1.6M	Sell	13,372 -214	-2%	-$25.5K	1.95%	14
2014 Q3	$1.61M	Buy	13,586 +418	+3%	+$49.7K	1.86%	15
2014 Q2	$1.57M	Sell	13,168 -2,770	-17%	-$328K	1.84%	15
2014 Q1	$1.86M	Sell	15,938 -1,854	-10%	-$215K	2.45%	11
2013 Q4	$2.03M	Buy	+17,792	New	+$2.03M	1.99%	13

Other funds holding LQD

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LTI

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

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Valley National Bancorp reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.6% in Q4 2014, selling an estimated $25.5K and leaving 13,372 shares worth $1.6M. The position accounts for 1.95% of the portfolio, ranked #14.

Valley National Bancorp first reported a position in LQD in Q4 2013 and has held it in 5 quarters since. The position peaked at $2.03M in Q4 2013. 527 funds tracked by Wall St. Rank hold LQD as of Q4 2014.

Valley National Bancorp held 13,372 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.6M as of Q4 2014.
Valley National Bancorp sold 214 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2014, an estimated $25.5K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.95% of Valley National Bancorp's portfolio in Q4 2014, its #14 holding.
Valley National Bancorp first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 5 quarters since.
Valley National Bancorp's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.03M in Q4 2013.
527 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2014.

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