RCAG
UMPQ

Rehmann Capital Advisory Group’s Umpqua Holdings Corp UMPQ Stock Holding History

Rehmann Capital Advisory 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
2018
Q4 		– Sell
-83
Closed -$1.73K – 2184
2018
Q3 		$1.73K Hold
83
– – ﹤0.01% 1853
2018
Q2 		$1.88K Sell
83
-35
-30% -$817 ﹤0.01% 1821
2018
Q1 		$3K Buy
+118
New +$2.58K ﹤0.01% 1674

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Rehmann Capital Advisory Group's UMPQ Position: Q4 2018 in Review

Rehmann Capital Advisory Group sold out of Umpqua Holdings Corp (UMPQ) in Q4 2018, closing a stake of 83 shares — an estimated $1.73K sold.

Rehmann Capital Advisory Group first reported a position in UMPQ in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q1 2018. 362 funds tracked by Wall St. Rank hold UMPQ as of Q4 2018.

  • Rehmann Capital Advisory Group reported no remaining Umpqua Holdings Corp position as of Q4 2018 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 83 Umpqua Holdings Corp shares in Q4 2018, an estimated $1.73K.
  • Rehmann Capital Advisory Group first reported a position in Umpqua Holdings Corp in Q1 2018 and held it in 3 quarters.
  • Rehmann Capital Advisory Group's Umpqua Holdings Corp position peaked at $3K in Q1 2018.
  • 362 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2018.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2018, filed 12 Feb 2019.