PSUF
UMPQ

People's United Financial’s Umpqua Holdings Corp UMPQ Stock Holding History

People's United Financial’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
2017
Q1 		– Sell
-19,777
Closed -$371K – 1089
2016
Q4 		$371K Sell
19,777
-11,258
-36% -$192K 0.01% 496
2016
Q3 		$467K Buy
31,035
+1,543
+5% +$24K 0.02% 341
2016
Q2 		$456K Buy
29,492
+653
+2% +$10.2K 0.02% 343
2016
Q1 		$458K Buy
28,839
+2,371
+9% +$35.8K 0.02% 338
2015
Q4 		$420K Sell
26,468
-538
-2% -$9.09K 0.02% 361
2015
Q3 		$440K Sell
27,006
-3,132
-10% -$53.9K 0.02% 353
2015
Q2 		$542K Buy
30,138
+1,673
+6% +$29.5K 0.03% 339
2015
Q1 		$489K Sell
28,465
-178
-0.6% -$2.94K 0.02% 354
2014
Q4 		$487K Sell
28,643
-1,073
-4% -$18.2K 0.02% 356
2014
Q3 		$490K Buy
29,716
+1,259
+4% +$21.6K 0.03% 351
2014
Q2 		$510K Buy
28,457
+4,602
+19% +$79.9K 0.03% 350
2014
Q1 		$445K Buy
23,855
+613
+3% +$11.1K 0.03% 333
2013
Q4 		$445K Buy
23,242
+1,427
+7% +$25K 0.03% 323
2013
Q3 		$353K Buy
21,815
+5,955
+38% +$98.2K 0.02% 346
2013
Q2 		$238K Buy
+15,860
New +$209K 0.02% 364

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

People's United Financial's UMPQ Position: Q1 2017 in Review

People's United Financial sold out of Umpqua Holdings Corp (UMPQ) in Q1 2017, closing a stake of 19,777 shares — an estimated $371K sold.

People's United Financial first reported a position in UMPQ in Q2 2013 and held it in 15 quarters. The position peaked at $542K in Q2 2015. 297 funds tracked by Wall St. Rank hold UMPQ as of Q1 2017.

  • People's United Financial reported no remaining Umpqua Holdings Corp position as of Q1 2017 after selling out during the quarter.
  • People's United Financial sold 19,777 Umpqua Holdings Corp shares in Q1 2017, an estimated $371K.
  • People's United Financial first reported a position in Umpqua Holdings Corp in Q2 2013 and held it in 15 quarters.
  • People's United Financial's Umpqua Holdings Corp position peaked at $542K in Q2 2015.
  • 297 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2017.

Based on People's United Financial's 13F filing for Q1 2017, filed 12 May 2017.