BIM
UMPQ

BRC Investment Management’s Umpqua Holdings Corp UMPQ Stock Holding History

BRC Investment Management’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
2013
Q4 		– Sell
-25,696
Closed -$417K – 172
2013
Q3 		$417K Buy
+25,696
New +$424K 0.06% 125

Other funds holding UMPQ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BRC Investment Management's UMPQ Position: Q4 2013 in Review

BRC Investment Management sold out of Umpqua Holdings Corp (UMPQ) in Q4 2013, closing a stake of 25,696 shares — an estimated $417K sold.

BRC Investment Management first reported a position in UMPQ in Q3 2013 and held it in 1 quarter. The position peaked at $417K in Q3 2013. 203 funds tracked by Wall St. Rank hold UMPQ as of Q4 2013.

  • BRC Investment Management reported no remaining Umpqua Holdings Corp position as of Q4 2013 after selling out during the quarter.
  • BRC Investment Management sold 25,696 Umpqua Holdings Corp shares in Q4 2013, an estimated $417K.
  • BRC Investment Management first reported a position in Umpqua Holdings Corp in Q3 2013 and held it in 1 quarter.
  • BRC Investment Management's Umpqua Holdings Corp position peaked at $417K in Q3 2013.
  • 203 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2013.

Based on BRC Investment Management's 13F filing for Q4 2013, filed 23 Jan 2014.