Kemnay Advisory Services’s Umpqua Holdings Corp UMPQ Stock Holding History

Kemnay Advisory Services’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
2018 Q4	–	Sell	-37,429	Closed	-$779K	–	158
2018 Q3	$779K	Sell	37,429 -18,984	-34%	-$415K	0.24%	103
2018 Q2	$1.27M	Sell	56,413 -2,633	-4%	-$61.5K	0.4%	77
2018 Q1	$1.26M	Buy	59,046 +7,423	+14%	+$162K	0.55%	55
2017 Q4	$1.07M	Buy	+51,623	New	+$1.07M	0.48%	75

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kemnay Advisory Services's UMPQ Position: Q4 2018 in Review

Kemnay Advisory Services sold out of Umpqua Holdings Corp (UMPQ) in Q4 2018, closing a stake of 37,429 shares — an estimated $779K sold.

Kemnay Advisory Services first reported a position in UMPQ in Q4 2017 and held it in 4 quarters. The position peaked at $1.27M in Q2 2018. 362 funds tracked by Wall St. Rank hold UMPQ as of Q4 2018.

Kemnay Advisory Services reported no remaining Umpqua Holdings Corp position as of Q4 2018 after selling out during the quarter.
Kemnay Advisory Services sold 37,429 Umpqua Holdings Corp shares in Q4 2018, an estimated $779K.
Kemnay Advisory Services first reported a position in Umpqua Holdings Corp in Q4 2017 and held it in 4 quarters.
Kemnay Advisory Services's Umpqua Holdings Corp position peaked at $1.27M in Q2 2018.
362 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2018.

Based on Kemnay Advisory Services's 13F filing for Q4 2018, filed 14 Feb 2019.