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UMPQ

Baird’s Umpqua Holdings Corp UMPQ Stock Holding History

Baird’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 		$276K Buy
+16,060
New +$265K ﹤0.01% 1134

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

Baird's UMPQ Position: Q1 2015 in Review

Baird opened a new position in Umpqua Holdings Corp (UMPQ) in Q1 2015: 16,060 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings.

257 funds tracked by Wall St. Rank hold UMPQ as of Q1 2015.

  • Baird held 16,060 shares of Umpqua Holdings Corp worth $276K as of Q1 2015.
  • Umpqua Holdings Corp was a new Baird position in Q1 2015.
  • Umpqua Holdings Corp made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1134 holding.
  • 257 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.