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Valley National Bancorp’s Southern Company SO Stock Holding History

Valley National Bancorp’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$31K Hold
620
– – 0.04% 139
2014
Q3 		$27K Hold
620
– – 0.03% 149
2014
Q2 		$29K Hold
620
– – 0.03% 145
2014
Q1 		$27K Hold
620
– – 0.04% 144
2013
Q4 		$25K Buy
+620
New +$25.6K 0.02% 156

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Valley National Bancorp held its Southern Company (SO) position steady in Q4 2014 at 620 shares worth $31K. The position accounts for 0.04% of the portfolio, ranked #139.

Valley National Bancorp first reported a position in SO in Q4 2013 and has held it in 5 quarters since. 1,041 funds tracked by Wall St. Rank hold SO as of Q4 2014.

  • Valley National Bancorp held 620 shares of Southern Company worth $31K as of Q4 2014.
  • Valley National Bancorp left its Southern Company share count unchanged in Q4 2014.
  • Southern Company made up 0.04% of Valley National Bancorp's portfolio in Q4 2014, its #139 holding.
  • Valley National Bancorp first reported a position in Southern Company in Q4 2013 and has held it in 5 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Southern Company as of Q4 2014.

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