FAIM
UMPQ

Financial Advocates Investment Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Financial Advocates Investment Management’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
-12,297
Closed -$218K – 551
2019
Q4 		$218K Hold
12,297
– – 0.02% 469
2019
Q3 		$202K Hold
12,297
– – 0.02% 461
2019
Q2 		$204K Sell
12,297
-9,388
-43% -$159K 0.02% 448
2019
Q1 		$358K Buy
+21,685
New +$382K 0.04% 335

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

Financial Advocates Investment Management's UMPQ Position: Q1 2020 in Review

Financial Advocates Investment Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2020, closing a stake of 12,297 shares — an estimated $218K sold.

Financial Advocates Investment Management first reported a position in UMPQ in Q1 2019 and held it in 4 quarters. The position peaked at $358K in Q1 2019. 308 funds tracked by Wall St. Rank hold UMPQ as of Q1 2020.

  • Financial Advocates Investment Management reported no remaining Umpqua Holdings Corp position as of Q1 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,297 Umpqua Holdings Corp shares in Q1 2020, an estimated $218K.
  • Financial Advocates Investment Management first reported a position in Umpqua Holdings Corp in Q1 2019 and held it in 4 quarters.
  • Financial Advocates Investment Management's Umpqua Holdings Corp position peaked at $358K in Q1 2019.
  • 308 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2020.

Based on Financial Advocates Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.