AF
UMPQ

Advisornet Financial’s Umpqua Holdings Corp UMPQ Stock Holding History

Advisornet Financial’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
2019
Q2 		– Sell
-5,060
Closed -$83K – 1826
2019
Q1 		$83K Hold
5,060
– – 0.01% 599
2018
Q4 		$80K Hold
5,060
– – 0.01% 575
2018
Q3 		$105K Hold
5,060
– – 0.01% 542
2018
Q2 		$114K Hold
5,060
– – 0.02% 496
2018
Q1 		$108K Hold
5,060
– – 0.01% 513
2017
Q4 		$105K Buy
+5,060
New +$105K 0.02% 471

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisornet Financial's UMPQ Position: Q2 2019 in Review

Advisornet Financial sold out of Umpqua Holdings Corp (UMPQ) in Q2 2019, closing a stake of 5,060 shares — an estimated $83K sold.

Advisornet Financial first reported a position in UMPQ in Q4 2017 and held it in 6 quarters. The position peaked at $114K in Q2 2018. 336 funds tracked by Wall St. Rank hold UMPQ as of Q2 2019.

  • Advisornet Financial reported no remaining Umpqua Holdings Corp position as of Q2 2019 after selling out during the quarter.
  • Advisornet Financial sold 5,060 Umpqua Holdings Corp shares in Q2 2019, an estimated $83K.
  • Advisornet Financial first reported a position in Umpqua Holdings Corp in Q4 2017 and held it in 6 quarters.
  • Advisornet Financial's Umpqua Holdings Corp position peaked at $114K in Q2 2018.
  • 336 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2019.

Based on Advisornet Financial's 13F filing for Q2 2019, filed 15 Jul 2019.