Valley National Bancorp’s ExxonMobil XOM Stock Holding History

Valley National Bancorp’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$1.65M	Sell	17,799 -1,135	-6%	-$106K	2.01%	13
2014 Q3	$1.78M	Buy	18,934 +725	+4%	+$72.2K	2.07%	12
2014 Q2	$1.83M	Hold	18,209	–	–	2.15%	12
2014 Q1	$1.78M	Sell	18,209 -218	-1%	-$20.8K	2.34%	13
2013 Q4	$1.86M	Buy	+18,427	New	+$1.7M	1.83%	17

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Valley National Bancorp reduced its ExxonMobil (XOM) stake by 6% in Q4 2014, selling an estimated $106K and leaving 17,799 shares worth $1.65M. The position accounts for 2.01% of the portfolio, ranked #13.

Valley National Bancorp first reported a position in XOM in Q4 2013 and has held it in 5 quarters since. The position peaked at $1.86M in Q4 2013. 2,052 funds tracked by Wall St. Rank hold XOM as of Q4 2014.

Valley National Bancorp held 17,799 shares of ExxonMobil worth $1.65M as of Q4 2014.
Valley National Bancorp sold 1,135 ExxonMobil shares in Q4 2014, an estimated $106K.
ExxonMobil made up 2.01% of Valley National Bancorp's portfolio in Q4 2014, its #13 holding.
Valley National Bancorp first reported a position in ExxonMobil in Q4 2013 and has held it in 5 quarters since.
Valley National Bancorp's ExxonMobil position peaked at $1.86M in Q4 2013.
2,052 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2014.

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