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Valley National Bancorp’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Valley National Bancorp’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$7K Hold
145
– – 0.01% 178
2014
Q3 		$7K Buy
+145
New +$7.07K 0.01% 185

Other funds holding SHM

Bank of America
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Valley National Bancorp held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q4 2014 at 145 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #178.

Valley National Bancorp first reported a position in SHM in Q3 2014 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold SHM as of Q4 2014.

  • Valley National Bancorp held 145 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $7K as of Q4 2014.
  • Valley National Bancorp left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q4 2014.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Valley National Bancorp's portfolio in Q4 2014, its #178 holding.
  • Valley National Bancorp first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2014 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2014.

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