IDBONY
UMPQ

Israel Discount Bank of New York’s Umpqua Holdings Corp UMPQ Stock Holding History

Israel Discount Bank of New York’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
2017
Q1 		– Sell
-3,725
Closed -$70K – 478
2016
Q4 		$70K Buy
+3,725
New +$63.4K 0.06% 199

Other funds holding UMPQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Israel Discount Bank of New York's UMPQ Position: Q1 2017 in Review

Israel Discount Bank of New York sold out of Umpqua Holdings Corp (UMPQ) in Q1 2017, closing a stake of 3,725 shares — an estimated $70K sold.

Israel Discount Bank of New York first reported a position in UMPQ in Q4 2016 and held it in 1 quarter. The position peaked at $70K in Q4 2016. 297 funds tracked by Wall St. Rank hold UMPQ as of Q1 2017.

  • Israel Discount Bank of New York reported no remaining Umpqua Holdings Corp position as of Q1 2017 after selling out during the quarter.
  • Israel Discount Bank of New York sold 3,725 Umpqua Holdings Corp shares in Q1 2017, an estimated $70K.
  • Israel Discount Bank of New York first reported a position in Umpqua Holdings Corp in Q4 2016 and held it in 1 quarter.
  • Israel Discount Bank of New York's Umpqua Holdings Corp position peaked at $70K in Q4 2016.
  • 297 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2017.

Based on Israel Discount Bank of New York's 13F filing for Q1 2017, filed 11 May 2017.