OIA
UMPQ

Optimum Investment Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Optimum 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
Q1 		– Sell
-1,000
Closed -$17K – 1006
2014
Q4 		$17K Hold
1,000
– – 0.01% 758
2014
Q3 		$16K Hold
1,000
– – 0.01% 688
2014
Q2 		$18K Hold
1,000
– – 0.01% 683
2014
Q1 		$19K Hold
1,000
– – 0.01% 527
2013
Q4 		$19K Hold
1,000
– – 0.01% 530
2013
Q3 		$16K Buy
+1,000
New +$16.5K 0.01% 531

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Optimum Investment Advisors's UMPQ Position: Q1 2015 in Review

Optimum Investment Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2015, closing a stake of 1,000 shares — an estimated $17K sold.

Optimum Investment Advisors first reported a position in UMPQ in Q3 2013 and held it in 6 quarters. The position peaked at $19K in Q1 2014. 257 funds tracked by Wall St. Rank hold UMPQ as of Q1 2015.

  • Optimum Investment Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Umpqua Holdings Corp shares in Q1 2015, an estimated $17K.
  • Optimum Investment Advisors first reported a position in Umpqua Holdings Corp in Q3 2013 and held it in 6 quarters.
  • Optimum Investment Advisors's Umpqua Holdings Corp position peaked at $19K in Q1 2014.
  • 257 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.