ACI
UMPQ

AMP Capital Investors’s Umpqua Holdings Corp UMPQ Stock Holding History

AMP Capital Investors’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
Q3 		– Sell
-14,300
Closed -$235K – 1242
2019
Q2 		$235K Buy
+14,300
New +$242K ﹤0.01% 1116
2014
Q1 		– Sell
-15,268
Closed -$292K – 1274
2013
Q4 		$292K Hold
15,268
– – ﹤0.01% 1091
2013
Q3 		$247K Buy
+15,268
New +$252K ﹤0.01% 1092

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AMP Capital Investors's UMPQ Position: Q3 2019 in Review

AMP Capital Investors sold out of Umpqua Holdings Corp (UMPQ) in Q3 2019, closing a stake of 14,300 shares — an estimated $235K sold.

AMP Capital Investors first reported a position in UMPQ in Q3 2013 and held it in 3 quarters. The position peaked at $292K in Q4 2013. 337 funds tracked by Wall St. Rank hold UMPQ as of Q3 2019.

  • AMP Capital Investors reported no remaining Umpqua Holdings Corp position as of Q3 2019 after selling out during the quarter.
  • AMP Capital Investors sold 14,300 Umpqua Holdings Corp shares in Q3 2019, an estimated $235K.
  • AMP Capital Investors first reported a position in Umpqua Holdings Corp in Q3 2013 and held it in 3 quarters.
  • AMP Capital Investors's Umpqua Holdings Corp position peaked at $292K in Q4 2013.
  • 337 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2019.

Based on AMP Capital Investors's 13F filing for Q3 2019, filed 13 Nov 2019.