JFA
UMPQ

JNBA Financial Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-1,405
Closed -$21K – 1453
2016
Q3 		$21K Buy
+1,405
New +$21.9K ﹤0.01% 805

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

JNBA Financial Advisors's UMPQ Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q4 2016, closing a stake of 1,405 shares — an estimated $21K sold.

JNBA Financial Advisors first reported a position in UMPQ in Q3 2016 and held it in 1 quarter. The position peaked at $21K in Q3 2016. 303 funds tracked by Wall St. Rank hold UMPQ as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Umpqua Holdings Corp position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,405 Umpqua Holdings Corp shares in Q4 2016, an estimated $21K.
  • JNBA Financial Advisors first reported a position in Umpqua Holdings Corp in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Umpqua Holdings Corp position peaked at $21K in Q3 2016.
  • 303 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.