First Horizon Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

First Horizon 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	-516	Closed	-$8K	–	1662
2019 Q2	$8K	Hold	516	–	–	﹤0.01%	1168
2019 Q1	$8K	Hold	516	–	–	﹤0.01%	1130
2018 Q4	$8K	Sell	516 -1,015	-66%	-$19.1K	﹤0.01%	1109
2018 Q3	$31K	Sell	1,531 -198	-11%	-$4.33K	﹤0.01%	728
2018 Q2	$39K	Buy	1,729 +1,015	+142%	+$23.7K	﹤0.01%	648
2018 Q1	$15K	Buy	714 +270	+61%	+$5.9K	﹤0.01%	880
2017 Q4	$9K	Buy	+444	New	+$9.18K	﹤0.01%	1070
2017 Q1	–	Sell	-78	Closed	-$1K	–	1599
2016 Q4	$1K	Hold	78	–	–	﹤0.01%	1416
2016 Q3	$1K	Buy	+78	New	+$1.22K	﹤0.01%	1412
2016 Q2	–	Sell	-117	Closed	-$1K	–	1428
2016 Q1	$1K	Buy	117 +26	+29%	+$392	﹤0.01%	1300
2015 Q4	$1K	Sell	91 -308	-77%	-$5.2K	﹤0.01%	1228
2015 Q3	$6K	Sell	399 -92	-19%	-$1.58K	﹤0.01%	1140
2015 Q2	$8K	Sell	491 -85	-15%	-$1.5K	﹤0.01%	1102
2015 Q1	$9K	Sell	576 -296	-34%	-$4.88K	﹤0.01%	1080
2014 Q4	$15K	Buy	872 +29	+3%	+$491	﹤0.01%	922
2014 Q3	$13K	Buy	843 +351	+71%	+$6.03K	﹤0.01%	997
2014 Q2	$8K	Buy	492 +408	+486%	+$7.09K	﹤0.01%	1114
2014 Q1	$1K	Buy	+84	New	+$1.52K	﹤0.01%	1315
2013 Q4	–	Sell	-400	Closed	-$6K	–	1432
2013 Q3	$6K	Sell	400 -275	-41%	-$4.54K	﹤0.01%	939
2013 Q2	$10K	Buy	+675	New	+$8.91K	0.01%	522

Other funds holding UMPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Horizon Advisors's UMPQ Position: Q3 2019 in Review

First Horizon Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q3 2019, closing a stake of 516 shares — an estimated $8K sold.

First Horizon Advisors first reported a position in UMPQ in Q2 2013 and held it in 20 quarters. The position peaked at $39K in Q2 2018. 337 funds tracked by Wall St. Rank hold UMPQ as of Q3 2019.

First Horizon Advisors reported no remaining Umpqua Holdings Corp position as of Q3 2019 after selling out during the quarter.
First Horizon Advisors sold 516 Umpqua Holdings Corp shares in Q3 2019, an estimated $8K.
First Horizon Advisors first reported a position in Umpqua Holdings Corp in Q2 2013 and held it in 20 quarters.
First Horizon Advisors's Umpqua Holdings Corp position peaked at $39K in Q2 2018.
337 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2019.

Based on First Horizon Advisors's 13F filing for Q3 2019, filed 23 Oct 2019.