Fiera Capital (Canada)
UMPQ

Fiera Capital (Canada)’s Umpqua Holdings Corp UMPQ Stock Holding History

Fiera Capital (Canada)’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
2017
Q1 		– Sell
-121,800
Closed -$2.29M – 793
2016
Q4 		$2.29M Sell
121,800
-28,100
-19% -$478K 0.01% 470
2016
Q3 		$2.26M Buy
+149,900
New +$2.34M 0.01% 442

Other funds holding UMPQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fiera Capital (Canada)'s UMPQ Position: Q1 2017 in Review

Fiera Capital (Canada) sold out of Umpqua Holdings Corp (UMPQ) in Q1 2017, closing a stake of 121,800 shares — an estimated $2.29M sold.

Fiera Capital (Canada) first reported a position in UMPQ in Q3 2016 and held it in 2 quarters. The position peaked at $2.29M in Q4 2016. 297 funds tracked by Wall St. Rank hold UMPQ as of Q1 2017.

  • Fiera Capital (Canada) reported no remaining Umpqua Holdings Corp position as of Q1 2017 after selling out during the quarter.
  • Fiera Capital (Canada) sold 121,800 Umpqua Holdings Corp shares in Q1 2017, an estimated $2.29M.
  • Fiera Capital (Canada) first reported a position in Umpqua Holdings Corp in Q3 2016 and held it in 2 quarters.
  • Fiera Capital (Canada)'s Umpqua Holdings Corp position peaked at $2.29M in Q4 2016.
  • 297 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2017.

Based on Fiera Capital (Canada)'s 13F filing for Q1 2017, filed 15 May 2017.