CIBC Private Wealth Group
UMPQ

CIBC Private Wealth Group’s Umpqua Holdings Corp UMPQ Stock Holding History

CIBC Private Wealth Group’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
Q1 		– Sell
-44,827
Closed -$794K – 958
2019
Q4 		$794K Sell
44,827
-39,850
-47% -$660K ﹤0.01% 619
2019
Q3 		$1.39M Buy
84,677
+24,877
+42% +$409K ﹤0.01% 510
2019
Q2 		$992K Sell
59,800
-30
-0.1% -$507 ﹤0.01% 584
2019
Q1 		$986K Buy
59,830
+13,275
+29% +$234K ﹤0.01% 590
2018
Q4 		$740K Buy
+46,555
New +$875K ﹤0.01% 614
2015
Q3 		– Sell
-11,550
Closed -$208K – 623
2015
Q2 		$208K Buy
+11,550
New +$204K ﹤0.01% 607

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group's UMPQ Position: Q1 2020 in Review

CIBC Private Wealth Group sold out of Umpqua Holdings Corp (UMPQ) in Q1 2020, closing a stake of 44,827 shares — an estimated $794K sold.

CIBC Private Wealth Group first reported a position in UMPQ in Q2 2015 and held it in 6 quarters. The position peaked at $1.39M in Q3 2019. 308 funds tracked by Wall St. Rank hold UMPQ as of Q1 2020.

  • CIBC Private Wealth Group reported no remaining Umpqua Holdings Corp position as of Q1 2020 after selling out during the quarter.
  • CIBC Private Wealth Group sold 44,827 Umpqua Holdings Corp shares in Q1 2020, an estimated $794K.
  • CIBC Private Wealth Group first reported a position in Umpqua Holdings Corp in Q2 2015 and held it in 6 quarters.
  • CIBC Private Wealth Group's Umpqua Holdings Corp position peaked at $1.39M in Q3 2019.
  • 308 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2020.

Based on CIBC Private Wealth Group's 13F filing for Q1 2020, filed 15 May 2020.