PWMG
UMPQ

Prestige Wealth Management Group’s Umpqua Holdings Corp UMPQ Stock Holding History

Prestige Wealth Management Group’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
2019
Q1 		– Sell
-39
Closed -$1K – 1205
2018
Q4 		$1K Buy
+39
New +$733 ﹤0.01% 1170

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prestige Wealth Management Group's UMPQ Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Umpqua Holdings Corp (UMPQ) in Q1 2019, closing a stake of 39 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in UMPQ in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 353 funds tracked by Wall St. Rank hold UMPQ as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Umpqua Holdings Corp position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 39 Umpqua Holdings Corp shares in Q1 2019, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Umpqua Holdings Corp in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Umpqua Holdings Corp position peaked at $1K in Q4 2018.
  • 353 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.