RNS
UMPQ

Robert N. Shapiro’s Umpqua Holdings Corp UMPQ Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$23K Buy
+1,360
New +$23K ﹤0.01% 600

Other funds holding UMPQ

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Robert N. Shapiro's UMPQ Position: Q4 2014 in Review

Robert N. Shapiro opened a new position in Umpqua Holdings Corp (UMPQ) in Q4 2014: 1,360 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings.

276 funds tracked by Wall St. Rank hold UMPQ as of Q4 2014.

  • Robert N. Shapiro held 1,360 shares of Umpqua Holdings Corp worth $23K as of Q4 2014.
  • Umpqua Holdings Corp was a new Robert N. Shapiro position in Q4 2014.
  • Umpqua Holdings Corp made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #600 holding.
  • 276 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.