LWAC
UMPQ

Laurel Wealth Advisors (California)’s Umpqua Holdings Corp UMPQ Stock Holding History

Laurel Wealth Advisors (California)’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
2019
Q4 		– Sell
-131,372
Closed -$2.16M – 494
2019
Q3 		$2.16M Buy
+131,372
New +$2.16M 0.37% 67

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Laurel Wealth Advisors (California)'s UMPQ Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of Umpqua Holdings Corp (UMPQ) in Q4 2019, closing a stake of 131,372 shares — an estimated $2.16M sold.

Laurel Wealth Advisors (California) first reported a position in UMPQ in Q3 2019 and held it in 1 quarter. The position peaked at $2.16M in Q3 2019. 330 funds tracked by Wall St. Rank hold UMPQ as of Q4 2019.

  • Laurel Wealth Advisors (California) reported no remaining Umpqua Holdings Corp position as of Q4 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 131,372 Umpqua Holdings Corp shares in Q4 2019, an estimated $2.16M.
  • Laurel Wealth Advisors (California) first reported a position in Umpqua Holdings Corp in Q3 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Umpqua Holdings Corp position peaked at $2.16M in Q3 2019.
  • 330 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.