BWP
UMPQ

BSW Wealth Partners’s Umpqua Holdings Corp UMPQ Stock Holding History

BSW Wealth Partners’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
2018
Q4 		– Sell
-14,923
Closed -$310K – 147
2018
Q3 		$310K Buy
+14,923
New +$326K 0.12% 76

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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BSW Wealth Partners's UMPQ Position: Q4 2018 in Review

BSW Wealth Partners sold out of Umpqua Holdings Corp (UMPQ) in Q4 2018, closing a stake of 14,923 shares — an estimated $310K sold.

BSW Wealth Partners first reported a position in UMPQ in Q3 2018 and held it in 1 quarter. The position peaked at $310K in Q3 2018. 362 funds tracked by Wall St. Rank hold UMPQ as of Q4 2018.

  • BSW Wealth Partners reported no remaining Umpqua Holdings Corp position as of Q4 2018 after selling out during the quarter.
  • BSW Wealth Partners sold 14,923 Umpqua Holdings Corp shares in Q4 2018, an estimated $310K.
  • BSW Wealth Partners first reported a position in Umpqua Holdings Corp in Q3 2018 and held it in 1 quarter.
  • BSW Wealth Partners's Umpqua Holdings Corp position peaked at $310K in Q3 2018.
  • 362 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2018.

Based on BSW Wealth Partners's 13F filing for Q4 2018, filed 13 Feb 2019.