FPFS
UMPQ

First Personal Financial Services’s Umpqua Holdings Corp UMPQ Stock Holding History

First Personal Financial Services’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
2018
Q2 		– Sell
-563
Closed -$12K – 972
2018
Q1 		$12K Buy
563
+75
+15% +$1.64K ﹤0.01% 751
2017
Q4 		$10K Buy
488
+99
+25% +$2.05K ﹤0.01% 789
2017
Q3 		$8K Sell
389
-188
-33% -$3.42K ﹤0.01% 744
2017
Q2 		$11K Sell
577
-67
-10% -$1.19K ﹤0.01% 707
2017
Q1 		$11K Hold
644
– – ﹤0.01% 701
2016
Q4 		$12K Sell
644
-9
-1% -$153 ﹤0.01% 678
2016
Q3 		$10K Hold
653
– – ﹤0.01% 597
2016
Q2 		$10K Buy
+653
New +$10.2K ﹤0.01% 570

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Personal Financial Services's UMPQ Position: Q2 2018 in Review

First Personal Financial Services sold out of Umpqua Holdings Corp (UMPQ) in Q2 2018, closing a stake of 563 shares — an estimated $12K sold.

First Personal Financial Services first reported a position in UMPQ in Q2 2016 and held it in 8 quarters. The position peaked at $12K in Q1 2018. 340 funds tracked by Wall St. Rank hold UMPQ as of Q2 2018.

  • First Personal Financial Services reported no remaining Umpqua Holdings Corp position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 563 Umpqua Holdings Corp shares in Q2 2018, an estimated $12K.
  • First Personal Financial Services first reported a position in Umpqua Holdings Corp in Q2 2016 and held it in 8 quarters.
  • First Personal Financial Services's Umpqua Holdings Corp position peaked at $12K in Q1 2018.
  • 340 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.