Mercer Capital Advisers’s Umpqua Holdings Corp UMPQ Stock Holding History

Mercer Capital Advisers’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
2020 Q2	–	Sell	-634	Closed	-$6K	–	182
2020 Q1	$6K	Hold	634	–	–	﹤0.01%	179
2019 Q4	$11K	Hold	634	–	–	0.01%	191
2019 Q3	$10K	Hold	634	–	–	0.01%	198
2019 Q2	$11K	Hold	634	–	–	0.01%	197
2019 Q1	$10K	Hold	634	–	–	0.01%	203
2018 Q4	$10K	Hold	634	–	–	0.01%	205
2018 Q3	$13K	Hold	634	–	–	0.01%	202
2018 Q2	$14K	Hold	634	–	–	0.01%	210
2018 Q1	$14K	Hold	634	–	–	0.01%	203
2017 Q4	$13K	Hold	634	–	–	0.01%	204
2017 Q3	$12K	Hold	634	–	–	0.01%	210
2017 Q2	$12K	Hold	634	–	–	0.01%	218
2017 Q1	$11K	Hold	634	–	–	0.01%	224
2016 Q4	$12K	Hold	634	–	–	0.01%	225
2016 Q3	$10K	Hold	634	–	–	0.01%	241
2016 Q2	$10K	Hold	634	–	–	0.01%	239
2016 Q1	$10K	Hold	634	–	–	0.01%	236
2015 Q4	$10K	Hold	634	–	–	0.01%	243
2015 Q3	$10K	Hold	634	–	–	0.01%	238
2015 Q2	$11K	Hold	634	–	–	0.01%	251
2015 Q1	$11K	Hold	634	–	–	0.01%	250
2014 Q4	$11K	Buy	+634	New	+$10.7K	0.01%	248

Other funds holding UMPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mercer Capital Advisers's UMPQ Position: Q2 2020 in Review

Mercer Capital Advisers sold out of Umpqua Holdings Corp (UMPQ) in Q2 2020, closing a stake of 634 shares — an estimated $6K sold.

Mercer Capital Advisers first reported a position in UMPQ in Q4 2014 and held it in 22 quarters. The position peaked at $14K in Q2 2018. 298 funds tracked by Wall St. Rank hold UMPQ as of Q2 2020.

Mercer Capital Advisers reported no remaining Umpqua Holdings Corp position as of Q2 2020 after selling out during the quarter.
Mercer Capital Advisers sold 634 Umpqua Holdings Corp shares in Q2 2020, an estimated $6K.
Mercer Capital Advisers first reported a position in Umpqua Holdings Corp in Q4 2014 and held it in 22 quarters.
Mercer Capital Advisers's Umpqua Holdings Corp position peaked at $14K in Q2 2018.
298 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2020.

Based on Mercer Capital Advisers's 13F filing for Q2 2020, filed 31 Jul 2020.