Schroder Investment Management Group
UMPQ

Schroder Investment Management Group’s Umpqua Holdings Corp UMPQ Stock Holding History

Schroder Investment 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
2013
Q4 		– Sell
-2,600
Closed -$42.2K – 1584
2013
Q3 		$42.2K Hold
2,600
– – ﹤0.01% 1350
2013
Q2 		$39K Buy
+2,600
New +$34.3K ﹤0.01% 1345

Other funds holding UMPQ

Dimensional Fund Advisors
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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Schroder Investment Management Group's UMPQ Position: Q4 2013 in Review

Schroder Investment Management Group sold out of Umpqua Holdings Corp (UMPQ) in Q4 2013, closing a stake of 2,600 shares — an estimated $42.2K sold.

Schroder Investment Management Group first reported a position in UMPQ in Q2 2013 and held it in 2 quarters. The position peaked at $42.2K in Q3 2013. 203 funds tracked by Wall St. Rank hold UMPQ as of Q4 2013.

  • Schroder Investment Management Group reported no remaining Umpqua Holdings Corp position as of Q4 2013 after selling out during the quarter.
  • Schroder Investment Management Group sold 2,600 Umpqua Holdings Corp shares in Q4 2013, an estimated $42.2K.
  • Schroder Investment Management Group first reported a position in Umpqua Holdings Corp in Q2 2013 and held it in 2 quarters.
  • Schroder Investment Management Group's Umpqua Holdings Corp position peaked at $42.2K in Q3 2013.
  • 203 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2013.

Based on Schroder Investment Management Group's 13F filing for Q4 2013, filed 14 Feb 2014.