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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,157
Closed -$19K – 889
2019
Q1 		$19K Sell
1,157
-357
-24% -$6.29K ﹤0.01% 436
2018
Q4 		$24K Sell
1,514
-195
-11% -$3.67K 0.01% 389
2018
Q3 		$36K Sell
1,709
-34
-2% -$743 0.01% 386
2018
Q2 		$39K Buy
+1,743
New +$40.7K 0.01% 373

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $757B AUM 28.64% 1-Year Est. Return

Institutional & Family Asset Management's UMPQ Position: Q2 2019 in Review

Institutional & Family Asset Management sold out of Umpqua Holdings Corp (UMPQ) in Q2 2019, closing a stake of 1,157 shares — an estimated $19K sold.

Institutional & Family Asset Management first reported a position in UMPQ in Q2 2018 and held it in 4 quarters. The position peaked at $39K in Q2 2018. 337 funds tracked by Wall St. Rank hold UMPQ as of Q2 2019.

  • Institutional & Family Asset Management reported no remaining Umpqua Holdings Corp position as of Q2 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,157 Umpqua Holdings Corp shares in Q2 2019, an estimated $19K.
  • Institutional & Family Asset Management first reported a position in Umpqua Holdings Corp in Q2 2018 and held it in 4 quarters.
  • Institutional & Family Asset Management's Umpqua Holdings Corp position peaked at $39K in Q2 2018.
  • 337 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2019.

Based on Institutional & Family Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.