MWP
UMPQ

MYCIO Wealth Partners’s Umpqua Holdings Corp UMPQ Stock Holding History

MYCIO Wealth Partners’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
2016
Q3 		– Sell
-219
Closed -$3K – 1064
2016
Q2 		$3K Buy
+219
New +$3.42K ﹤0.01% 824

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MYCIO Wealth Partners's UMPQ Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Umpqua Holdings Corp (UMPQ) in Q3 2016, closing a stake of 219 shares — an estimated $3K sold.

MYCIO Wealth Partners first reported a position in UMPQ in Q2 2016 and held it in 1 quarter. The position peaked at $3K in Q2 2016. 302 funds tracked by Wall St. Rank hold UMPQ as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Umpqua Holdings Corp position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 219 Umpqua Holdings Corp shares in Q3 2016, an estimated $3K.
  • MYCIO Wealth Partners first reported a position in Umpqua Holdings Corp in Q2 2016 and held it in 1 quarter.
  • MYCIO Wealth Partners's Umpqua Holdings Corp position peaked at $3K in Q2 2016.
  • 302 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.