PWM
UMPQ

Paulson Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-135
Closed -$3K – 557
2017
Q4 		$3K Buy
+135
New +$2.79K ﹤0.01% 531

Other funds holding UMPQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Paulson Wealth Management's UMPQ Position: Q1 2018 in Review

Paulson Wealth Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2018, closing a stake of 135 shares — an estimated $3K sold.

Paulson Wealth Management first reported a position in UMPQ in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 306 funds tracked by Wall St. Rank hold UMPQ as of Q1 2018.

  • Paulson Wealth Management reported no remaining Umpqua Holdings Corp position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 135 Umpqua Holdings Corp shares in Q1 2018, an estimated $3K.
  • Paulson Wealth Management first reported a position in Umpqua Holdings Corp in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Umpqua Holdings Corp position peaked at $3K in Q4 2017.
  • 306 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.