KMS Financial Services’s Umpqua Holdings Corp UMPQ Stock Holding History

KMS Financial Services’s Portfolio UMPQ Stock Details UMPQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$411K	Sell
2014 Q2	$448K	Buy
2014 Q1	$465K	Sell
2013 Q4	$699K	Buy
2013 Q3	$330K	Buy