IFAM
UMPQ

Institutional & Family Asset Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Institutional & Family Asset Management’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,157
Closed -$19K – 886
2019
Q1 		$19K Sell
1,157
-357
-24% -$5.86K ﹤0.01% 435
2018
Q4 		$24K Sell
1,514
-195
-11% -$3.09K 0.01% 388
2018
Q3 		$36K Sell
1,709
-34
-2% -$716 0.01% 385
2018
Q2 		$39K Buy
+1,743
New +$39K 0.01% 372