Royal Fund Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Royal Fund Management’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
2020 Q1	–	Sell	-33	Closed	–	–	780
2019 Q4	$0	Hold	33	–	–	﹤0.01%	728
2019 Q3	$0	Buy	+33	New	+$542	﹤0.01%	692

Other funds holding UMPQ

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

BlackRock New York $5.72T AUM 30.48% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Royal Fund Management's UMPQ Position: Q1 2020 in Review

Royal Fund Management sold out of Umpqua Holdings Corp (UMPQ) in Q1 2020, closing a stake of 33 shares.

Royal Fund Management first reported a position in UMPQ in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 308 funds tracked by Wall St. Rank hold UMPQ as of Q1 2020.

Royal Fund Management reported no remaining Umpqua Holdings Corp position as of Q1 2020 after selling out during the quarter.
Royal Fund Management sold 33 Umpqua Holdings Corp shares in Q1 2020.
Royal Fund Management first reported a position in Umpqua Holdings Corp in Q3 2019 and held it in 2 quarters.
Royal Fund Management's Umpqua Holdings Corp position peaked at $0 in Q4 2019.
308 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2020.

Based on Royal Fund Management's 13F filing for Q1 2020, filed 8 May 2020.