Piermont Capital Management’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-177,930
| Closed | -$3.16M | – | 268 |
|
|
2017
Q1 | $3.16M | Sell |
177,930
-16,150
| -8% | -$286K | 0.75% | 29 |
|
|
2016
Q4 | $3.65M | Sell |
194,080
-14,410
| -7% | -$271K | 0.83% | 18 |
|
|
2016
Q3 | $3.14M | Sell |
208,490
-1,520
| -0.7% | -$22.9K | 0.74% | 35 |
|
|
2016
Q2 | $3.25M | Buy |
210,010
+57,010
| +37% | +$882K | 0.84% | 20 |
|
|
2016
Q1 | $2.43M | Sell |
153,000
-3,250
| -2% | -$51.6K | 0.77% | 61 |
|
|
2015
Q4 | $2.48M | Buy |
+156,250
| New | +$2.48M | 0.79% | 57 |
|