GWM
UMPQ

Gupta Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Gupta Wealth 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
2016
Q1 		$16K Buy
+1,012
New +$15.3K ﹤0.01% 737
2015
Q4 		– Sell
-598
Closed -$10K – 1381
2015
Q3 		$10K Hold
598
– – ﹤0.01% 917
2015
Q2 		$11K Buy
+598
New +$10.6K ﹤0.01% 881

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's UMPQ Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Umpqua Holdings Corp (UMPQ) in Q1 2016: 1,012 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in UMPQ as recently as Q3 2015.

Gupta Wealth Management first reported a position in UMPQ in Q2 2015 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold UMPQ as of Q1 2016.

  • Gupta Wealth Management held 1,012 shares of Umpqua Holdings Corp worth $16K as of Q1 2016.
  • Umpqua Holdings Corp was a new Gupta Wealth Management position in Q1 2016.
  • Umpqua Holdings Corp made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #737 holding.
  • Gupta Wealth Management first reported a position in Umpqua Holdings Corp in Q2 2015 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.