Hartford Financial Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Hartford Financial 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	-700	Closed	-$12K	–	371
2019 Q4	$12K	Hold	700	–	–	﹤0.01%	283
2019 Q3	$12K	Hold	700	–	–	﹤0.01%	286
2019 Q2	$12K	Hold	700	–	–	﹤0.01%	290
2019 Q1	$12K	Hold	700	–	–	﹤0.01%	293
2018 Q4	$11K	Buy	700 +200	+40%	+$3.76K	﹤0.01%	303
2018 Q3	$10K	Hold	500	–	–	﹤0.01%	322
2018 Q2	$11K	Hold	500	–	–	﹤0.01%	324
2018 Q1	$10K	Hold	500	–	–	0.01%	266
2017 Q4	$10K	Hold	500	–	–	﹤0.01%	272
2017 Q3	$9K	Hold	500	–	–	﹤0.01%	306
2017 Q2	$9K	Hold	500	–	–	﹤0.01%	294
2017 Q1	$8K	Hold	500	–	–	﹤0.01%	280
2016 Q4	$9K	Hold	500	–	–	0.01%	250
2016 Q3	$7K	Hold	500	–	–	﹤0.01%	261
2016 Q2	$7K	Hold	500	–	–	﹤0.01%	241
2016 Q1	$7K	Hold	500	–	–	﹤0.01%	234
2015 Q4	$7K	Hold	500	–	–	﹤0.01%	229
2015 Q3	$8K	Hold	500	–	–	0.01%	208
2015 Q2	$8K	Buy	+500	New	+$8.83K	﹤0.01%	224
2015 Q1	–	Sell	-500	Closed	-$8K	–	229
2014 Q4	$8K	Hold	500	–	–	﹤0.01%	204
2014 Q3	$8K	Buy	+500	New	+$8.59K	﹤0.01%	225

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hartford Financial Management's UMPQ Position: Q1 2020 in Review

Hartford Financial Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2020, closing a stake of 700 shares — an estimated $12K sold.

Hartford Financial Management first reported a position in UMPQ in Q3 2014 and held it in 21 quarters. The position peaked at $12K in Q4 2019. 308 funds tracked by Wall St. Rank hold UMPQ as of Q1 2020.

Hartford Financial Management reported no remaining Umpqua Holdings Corp position as of Q1 2020 after selling out during the quarter.
Hartford Financial Management sold 700 Umpqua Holdings Corp shares in Q1 2020, an estimated $12K.
Hartford Financial Management first reported a position in Umpqua Holdings Corp in Q3 2014 and held it in 21 quarters.
Hartford Financial Management's Umpqua Holdings Corp position peaked at $12K in Q4 2019.
308 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2020.

Based on Hartford Financial Management's 13F filing for Q1 2020, filed 1 May 2020.