VNB
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Valley National Bancorp’s iShares TIPS Bond ETF TIP Stock Holding History

Valley National Bancorp’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$3.08M Sell
27,521
-404
-1% -$45.6K 3.76% 6
2014
Q3 		$3.13M Sell
27,925
-919
-3% -$105K 3.63% 6
2014
Q2 		$3.33M Sell
28,844
-7,403
-20% -$843K 3.91% 7
2014
Q1 		$4.06M Sell
36,247
-2,995
-8% -$335K 5.35% 2
2013
Q4 		$4.31M Buy
+39,242
New +$4.38M 4.22% 3

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Valley National Bancorp reduced its iShares TIPS Bond ETF (TIP) stake by 1.4% in Q4 2014, selling an estimated $45.6K and leaving 27,521 shares worth $3.08M. The position accounts for 3.76% of the portfolio, ranked #6.

Valley National Bancorp first reported a position in TIP in Q4 2013 and has held it in 5 quarters since. The position peaked at $4.31M in Q4 2013. 509 funds tracked by Wall St. Rank hold TIP as of Q4 2014.

  • Valley National Bancorp held 27,521 shares of iShares TIPS Bond ETF worth $3.08M as of Q4 2014.
  • Valley National Bancorp sold 404 iShares TIPS Bond ETF shares in Q4 2014, an estimated $45.6K.
  • iShares TIPS Bond ETF made up 3.76% of Valley National Bancorp's portfolio in Q4 2014, its #6 holding.
  • Valley National Bancorp first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 5 quarters since.
  • Valley National Bancorp's iShares TIPS Bond ETF position peaked at $4.31M in Q4 2013.
  • 509 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2014.

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