MGIA
UMPQ

Moneta Group Investment Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Moneta Group Investment 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
2015
Q4 		– Sell
-473
Closed -$8K – 450
2015
Q3 		$8K Buy
+473
New +$8.14K ﹤0.01% 450

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Moneta Group Investment Advisors's UMPQ Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q4 2015, closing a stake of 473 shares — an estimated $8K sold.

Moneta Group Investment Advisors first reported a position in UMPQ in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 274 funds tracked by Wall St. Rank hold UMPQ as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Umpqua Holdings Corp position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 473 Umpqua Holdings Corp shares in Q4 2015, an estimated $8K.
  • Moneta Group Investment Advisors first reported a position in Umpqua Holdings Corp in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Umpqua Holdings Corp position peaked at $8K in Q3 2015.
  • 274 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.