BFS
UMPQ

Bradley Foster & Sargent’s Umpqua Holdings Corp UMPQ Stock Holding History

Bradley Foster & Sargent’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-63,465
Closed -$1.43M – 381
2018
Q2 		$1.43M Sell
63,465
-4,825
-7% -$109K 0.05% 197
2018
Q1 		$1.46M Hold
68,290
– – 0.06% 185
2017
Q4 		$1.42M Buy
+68,290
New +$1.42M 0.05% 187