KFS
UMPQ

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

KMS Financial Services’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		$411K Sell
24,972
-1
-0% -$16 0.06% 305
2014
Q2 		$448K Buy
24,973
+37
+0.1% +$664 0.06% 299
2014
Q1 		$465K Sell
24,936
-11,576
-32% -$216K 0.07% 276
2013
Q4 		$699K Buy
36,512
+16,123
+79% +$309K 0.12% 196
2013
Q3 		$330K Buy
+20,389
New +$330K 0.08% 269