AA
UMPQ

Apriem Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Apriem Advisors’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
2015
Q2 		– Sell
-925
Closed -$16K – 695
2015
Q1 		$16K Buy
+925
New +$15.3K 0.01% 359

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Apriem Advisors's UMPQ Position: Q2 2015 in Review

Apriem Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q2 2015, closing a stake of 925 shares — an estimated $16K sold.

Apriem Advisors first reported a position in UMPQ in Q1 2015 and held it in 1 quarter. The position peaked at $16K in Q1 2015. 268 funds tracked by Wall St. Rank hold UMPQ as of Q2 2015.

  • Apriem Advisors reported no remaining Umpqua Holdings Corp position as of Q2 2015 after selling out during the quarter.
  • Apriem Advisors sold 925 Umpqua Holdings Corp shares in Q2 2015, an estimated $16K.
  • Apriem Advisors first reported a position in Umpqua Holdings Corp in Q1 2015 and held it in 1 quarter.
  • Apriem Advisors's Umpqua Holdings Corp position peaked at $16K in Q1 2015.
  • 268 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2015.

Based on Apriem Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.