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Valley National Bancorp’s Wells Fargo WFC Stock Holding History

Valley National Bancorp’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$484K Sell
8,832
-433
-5% -$22.9K 0.59% 45
2014
Q3 		$481K Hold
9,265
– – 0.56% 45
2014
Q2 		$487K Buy
9,265
+2,060
+29% +$104K 0.57% 48
2014
Q1 		$358K Sell
7,205
-28,433
-80% -$1.32M 0.47% 51
2013
Q4 		$1.62M Buy
+35,638
New +$1.54M 1.58% 19

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Valley National Bancorp reduced its Wells Fargo (WFC) stake by 4.7% in Q4 2014, selling an estimated $22.9K and leaving 8,832 shares worth $484K. The position accounts for 0.59% of the portfolio, ranked #45.

Valley National Bancorp first reported a position in WFC in Q4 2013 and has held it in 5 quarters since. The position peaked at $1.62M in Q4 2013. 1,789 funds tracked by Wall St. Rank hold WFC as of Q4 2014.

  • Valley National Bancorp held 8,832 shares of Wells Fargo worth $484K as of Q4 2014.
  • Valley National Bancorp sold 433 Wells Fargo shares in Q4 2014, an estimated $22.9K.
  • Wells Fargo made up 0.59% of Valley National Bancorp's portfolio in Q4 2014, its #45 holding.
  • Valley National Bancorp first reported a position in Wells Fargo in Q4 2013 and has held it in 5 quarters since.
  • Valley National Bancorp's Wells Fargo position peaked at $1.62M in Q4 2013.
  • 1,789 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2014.

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