CAN
UMPQ

Cetera Advisor Networks’s Umpqua Holdings Corp UMPQ Stock Holding History

Cetera Advisor Networks’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
2020
Q3 		– Sell
-7,976
Closed -$85K – 3230
2020
Q2 		$85K Buy
+7,976
New +$89.3K ﹤0.01% 1611
2018
Q1 		– Sell
-30,317
Closed -$631K – 1005
2017
Q4 		$631K Buy
30,317
+3,050
+11% +$63K 0.03% 493
2017
Q3 		$532K Buy
27,267
+939
+4% +$17.1K 0.02% 509
2017
Q2 		$483K Sell
26,328
-623
-2% -$11K 0.02% 524
2017
Q1 		$478K Buy
26,951
+350
+1% +$6.43K 0.02% 512
2016
Q4 		$500K Sell
26,601
-24,890
-48% -$424K 0.03% 484
2016
Q3 		$775K Buy
51,491
+25,390
+97% +$396K 0.03% 445
2016
Q2 		$404K Hold
26,101
– – 0.02% 518
2016
Q1 		$414K Buy
26,101
+10,393
+66% +$157K 0.03% 503
2015
Q4 		$249K Hold
15,708
– – 0.02% 672
2015
Q3 		$256K Sell
15,708
-4,300
-21% -$74K 0.02% 643
2015
Q2 		$344K Hold
20,008
– – 0.02% 579
2015
Q1 		$344K Buy
20,008
+9,780
+96% +$161K 0.02% 583
2014
Q4 		$174K Sell
10,228
-248
-2% -$4.2K 0.01% 763
2014
Q3 		$173K Buy
10,476
+400
+4% +$6.87K 0.01% 763
2014
Q2 		$181K Buy
+10,076
New +$175K 0.01% 752

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Cetera Advisor Networks's UMPQ Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Umpqua Holdings Corp (UMPQ) in Q3 2020, closing a stake of 7,976 shares — an estimated $85K sold.

Cetera Advisor Networks first reported a position in UMPQ in Q2 2014 and held it in 16 quarters. The position peaked at $775K in Q3 2016. 278 funds tracked by Wall St. Rank hold UMPQ as of Q3 2020.

  • Cetera Advisor Networks reported no remaining Umpqua Holdings Corp position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 7,976 Umpqua Holdings Corp shares in Q3 2020, an estimated $85K.
  • Cetera Advisor Networks first reported a position in Umpqua Holdings Corp in Q2 2014 and held it in 16 quarters.
  • Cetera Advisor Networks's Umpqua Holdings Corp position peaked at $775K in Q3 2016.
  • 278 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.