VNB
WFM

Valley National Bancorp’s Whole Foods Market Inc WFM Stock Holding History

Valley National Bancorp’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$721K Buy
14,310
+7,880
+123% +$347K 0.88% 32
2014
Q3 		$245K Buy
6,430
+4,175
+185% +$159K 0.28% 67
2014
Q2 		$87K Buy
+2,255
New +$98.3K 0.1% 94

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Valley National Bancorp increased its Whole Foods Market Inc (WFM) stake by 123% in Q4 2014, buying an estimated $347K and bringing the position to 14,310 shares worth $721K. The position accounts for 0.88% of the portfolio, ranked #32.

Valley National Bancorp first reported a position in WFM in Q2 2014 and has held it in 3 quarters since. 685 funds tracked by Wall St. Rank hold WFM as of Q4 2014.

  • Valley National Bancorp held 14,310 shares of Whole Foods Market Inc worth $721K as of Q4 2014.
  • Valley National Bancorp bought 7,880 Whole Foods Market Inc shares in Q4 2014, an estimated $347K.
  • Whole Foods Market Inc made up 0.88% of Valley National Bancorp's portfolio in Q4 2014, its #32 holding.
  • Valley National Bancorp first reported a position in Whole Foods Market Inc in Q2 2014 and has held it in 3 quarters since.
  • 685 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2014.

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