LA
UMPQ

Legacy Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Legacy Advisors’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
-453
Closed -$10K – 422
2018
Q3 		$10K Buy
+453
New +$9.9K ﹤0.01% 358
2018
Q1 		– Sell
-272
Closed -$5K – 467
2017
Q4 		$5K Buy
+272
New +$5.62K ﹤0.01% 304

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

Legacy Advisors's UMPQ Position: Q4 2018 in Review

Legacy Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q4 2018, closing a stake of 453 shares — an estimated $10K sold.

Legacy Advisors first reported a position in UMPQ in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 362 funds tracked by Wall St. Rank hold UMPQ as of Q4 2018.

  • Legacy Advisors reported no remaining Umpqua Holdings Corp position as of Q4 2018 after selling out during the quarter.
  • Legacy Advisors sold 453 Umpqua Holdings Corp shares in Q4 2018, an estimated $10K.
  • Legacy Advisors first reported a position in Umpqua Holdings Corp in Q4 2017 and held it in 2 quarters.
  • Legacy Advisors's Umpqua Holdings Corp position peaked at $10K in Q3 2018.
  • 362 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.