BRWA
UMPQ

B. Riley Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

B. Riley Wealth 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
Q1 		– Sell
-750
Closed -$13 – 2139
2014
Q4 		$13 Buy
+750
New +$12.7K ﹤0.01% 2753
2014
Q3 		– Sell
-750
Closed -$13.4K – 2016
2014
Q2 		$13.4K Buy
+750
New +$13K ﹤0.01% 1650

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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

B. Riley Wealth Advisors's UMPQ Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2015, closing a stake of 750 shares — an estimated $13 sold.

B. Riley Wealth Advisors first reported a position in UMPQ in Q2 2014 and held it in 2 quarters. The position peaked at $13.4K in Q2 2014. 257 funds tracked by Wall St. Rank hold UMPQ as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 750 Umpqua Holdings Corp shares in Q1 2015, an estimated $13.
  • B. Riley Wealth Advisors first reported a position in Umpqua Holdings Corp in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Umpqua Holdings Corp position peaked at $13.4K in Q2 2014.
  • 257 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.