PFP
UMPQ

Patriot Financial Partners’s Umpqua Holdings Corp UMPQ Stock Holding History

Patriot Financial 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
2020
Q4 		– Sell
-12,000
Closed -$127K – 19
2020
Q3 		$127K Buy
+12,000
New +$132K 0.07% 20

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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
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Barrow, Hanley, Mewhinney & Strauss
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CB
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Patriot Financial Partners's UMPQ Position: Q4 2020 in Review

Patriot Financial Partners sold out of Umpqua Holdings Corp (UMPQ) in Q4 2020, closing a stake of 12,000 shares — an estimated $127K sold.

Patriot Financial Partners first reported a position in UMPQ in Q3 2020 and held it in 1 quarter. The position peaked at $127K in Q3 2020. 300 funds tracked by Wall St. Rank hold UMPQ as of Q4 2020.

  • Patriot Financial Partners reported no remaining Umpqua Holdings Corp position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Partners sold 12,000 Umpqua Holdings Corp shares in Q4 2020, an estimated $127K.
  • Patriot Financial Partners first reported a position in Umpqua Holdings Corp in Q3 2020 and held it in 1 quarter.
  • Patriot Financial Partners's Umpqua Holdings Corp position peaked at $127K in Q3 2020.
  • 300 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2020.

Based on Patriot Financial Partners's 13F filing for Q4 2020, filed 16 Feb 2021.