KJWM
UMPQ

Kiley Juergens Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-113
Closed -$2K – 709
2018
Q3 		$2K Hold
113
– – ﹤0.01% 594
2018
Q2 		$2K Buy
+113
New +$2.64K ﹤0.01% 537
2018
Q1 		– Sell
-13
Closed – – 647
2017
Q4 		$0 Buy
+13
New +$269 ﹤0.01% 705

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kiley Juergens Wealth Management's UMPQ Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q4 2018, closing a stake of 113 shares — an estimated $2K sold.

Kiley Juergens Wealth Management first reported a position in UMPQ in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 362 funds tracked by Wall St. Rank hold UMPQ as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Umpqua Holdings Corp position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 113 Umpqua Holdings Corp shares in Q4 2018, an estimated $2K.
  • Kiley Juergens Wealth Management first reported a position in Umpqua Holdings Corp in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Umpqua Holdings Corp position peaked at $2K in Q3 2018.
  • 362 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.