Pinnacle Financial Partners (Tennessee)’s Umpqua Holdings Corp UMPQ Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q3	–	Sell	-726	Closed	-$13K	–	457
2017 Q2	$13K	Buy	+726	New	+$12.9K	﹤0.01%	420
2015 Q2	–	Sell	-11,990	Closed	-$206K	–	242
2015 Q1	$206K	Hold	11,990	–	–	0.07%	209
2014 Q4	$204K	Hold	11,990	–	–	0.07%	200
2014 Q3	$197K	Hold	11,990	–	–	0.08%	186
2014 Q2	$215K	Sell	11,990 -2,760	-19%	-$47.9K	0.09%	176
2014 Q1	$275K	Buy	+14,750	New	+$267K	0.12%	138

Other funds holding UMPQ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s UMPQ Position: Q3 2017 in Review

Pinnacle Financial Partners (Tennessee) sold out of Umpqua Holdings Corp (UMPQ) in Q3 2017, closing a stake of 726 shares — an estimated $13K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in UMPQ in Q1 2014 and held it in 6 quarters. The position peaked at $275K in Q1 2014. 277 funds tracked by Wall St. Rank hold UMPQ as of Q3 2017.

Pinnacle Financial Partners (Tennessee) reported no remaining Umpqua Holdings Corp position as of Q3 2017 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 726 Umpqua Holdings Corp shares in Q3 2017, an estimated $13K.
Pinnacle Financial Partners (Tennessee) first reported a position in Umpqua Holdings Corp in Q1 2014 and held it in 6 quarters.
Pinnacle Financial Partners (Tennessee)'s Umpqua Holdings Corp position peaked at $275K in Q1 2014.
277 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2017.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2017, filed 8 Nov 2017.