Valley National Bancorp’s iShares National Muni Bond ETF MUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$1.66M	Buy	15,007 +14	+0.1%	+$1.54K	2.02%	12
2014 Q3	$1.64M	Sell	14,993 -134	-0.9%	-$14.6K	1.91%	14
2014 Q2	$1.64M	Buy	15,127 +1,573	+12%	+$170K	1.93%	14
2014 Q1	$1.45M	Buy	13,554 +639	+5%	+$67.8K	1.91%	18
2013 Q4	$1.34M	Buy	+12,915	New	+$1.35M	1.31%	25

Other funds holding MUB

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

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

Valley National Bancorp increased its iShares National Muni Bond ETF (MUB) stake by 0.09% in Q4 2014, buying an estimated $1.54K and bringing the position to 15,007 shares worth $1.66M. The position accounts for 2.02% of the portfolio, ranked #12.

Valley National Bancorp first reported a position in MUB in Q4 2013 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold MUB as of Q4 2014.

Valley National Bancorp held 15,007 shares of iShares National Muni Bond ETF worth $1.66M as of Q4 2014.
Valley National Bancorp bought 14 iShares National Muni Bond ETF shares in Q4 2014, an estimated $1.54K.
iShares National Muni Bond ETF made up 2.02% of Valley National Bancorp's portfolio in Q4 2014, its #12 holding.
Valley National Bancorp first reported a position in iShares National Muni Bond ETF in Q4 2013 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2014.

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