AFS
UMPQ

Access Financial Services’s Umpqua Holdings Corp UMPQ Stock Holding History

Access Financial Services’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-31,930
Closed -$664K – 72
2018
Q3 		$664K Buy
+31,930
New +$698K 0.46% 43

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Access Financial Services's UMPQ Position: Q4 2018 in Review

Access Financial Services sold out of Umpqua Holdings Corp (UMPQ) in Q4 2018, closing a stake of 31,930 shares — an estimated $664K sold.

Access Financial Services first reported a position in UMPQ in Q3 2018 and held it in 1 quarter. The position peaked at $664K in Q3 2018. 362 funds tracked by Wall St. Rank hold UMPQ as of Q4 2018.

  • Access Financial Services reported no remaining Umpqua Holdings Corp position as of Q4 2018 after selling out during the quarter.
  • Access Financial Services sold 31,930 Umpqua Holdings Corp shares in Q4 2018, an estimated $664K.
  • Access Financial Services first reported a position in Umpqua Holdings Corp in Q3 2018 and held it in 1 quarter.
  • Access Financial Services's Umpqua Holdings Corp position peaked at $664K in Q3 2018.
  • 362 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2018.

Based on Access Financial Services's 13F filing for Q4 2018, filed 19 Feb 2019.