OMCS
UMPQ

Old Mutual Customised Solutions’s Umpqua Holdings Corp UMPQ Stock Holding History

Old Mutual Customised Solutions’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
2013
Q3 		– Sell
-1,800
Closed -$27K – 1302
2013
Q2 		$27K Buy
+1,800
New +$23.8K 0.01% 1019

Other funds holding UMPQ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Old Mutual Customised Solutions's UMPQ Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of Umpqua Holdings Corp (UMPQ) in Q3 2013, closing a stake of 1,800 shares — an estimated $27K sold.

Old Mutual Customised Solutions first reported a position in UMPQ in Q2 2013 and held it in 1 quarter. The position peaked at $27K in Q2 2013. 198 funds tracked by Wall St. Rank hold UMPQ as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Umpqua Holdings Corp position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 1,800 Umpqua Holdings Corp shares in Q3 2013, an estimated $27K.
  • Old Mutual Customised Solutions first reported a position in Umpqua Holdings Corp in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Umpqua Holdings Corp position peaked at $27K in Q2 2013.
  • 198 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.