CFA
UMPQ

Camarda Financial Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Camarda Financial 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
2019
Q3 		– Sell
-34
Closed -$1K – 493
2019
Q2 		$1K Hold
34
– – ﹤0.01% 480
2019
Q1 		$1K Buy
+34
New +$599 ﹤0.01% 518

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Camarda Financial Advisors's UMPQ Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q3 2019, closing a stake of 34 shares — an estimated $1K sold.

Camarda Financial Advisors first reported a position in UMPQ in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 337 funds tracked by Wall St. Rank hold UMPQ as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Umpqua Holdings Corp position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 34 Umpqua Holdings Corp shares in Q3 2019, an estimated $1K.
  • Camarda Financial Advisors first reported a position in Umpqua Holdings Corp in Q1 2019 and held it in 2 quarters.
  • Camarda Financial Advisors's Umpqua Holdings Corp position peaked at $1K in Q2 2019.
  • 337 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.