SLG
UMPQ

Stanley-Laman Group’s Umpqua Holdings Corp UMPQ Stock Holding History

Stanley-Laman 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
2017
Q2 		– Sell
-92,696
Closed -$1.64M – 236
2017
Q1 		$1.64M Buy
92,696
+43,519
+88% +$800K 0.45% 70
2016
Q4 		$924K Buy
49,177
+3,467
+8% +$59K 0.29% 117
2016
Q3 		$688K Sell
45,710
-2,144
-4% -$33.4K 0.28% 126
2016
Q2 		$740K Buy
+47,854
New +$747K 0.29% 133

Other funds holding UMPQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Stanley-Laman Group's UMPQ Position: Q2 2017 in Review

Stanley-Laman Group sold out of Umpqua Holdings Corp (UMPQ) in Q2 2017, closing a stake of 92,696 shares — an estimated $1.64M sold.

Stanley-Laman Group first reported a position in UMPQ in Q2 2016 and held it in 4 quarters. The position peaked at $1.64M in Q1 2017. 275 funds tracked by Wall St. Rank hold UMPQ as of Q2 2017.

  • Stanley-Laman Group reported no remaining Umpqua Holdings Corp position as of Q2 2017 after selling out during the quarter.
  • Stanley-Laman Group sold 92,696 Umpqua Holdings Corp shares in Q2 2017, an estimated $1.64M.
  • Stanley-Laman Group first reported a position in Umpqua Holdings Corp in Q2 2016 and held it in 4 quarters.
  • Stanley-Laman Group's Umpqua Holdings Corp position peaked at $1.64M in Q1 2017.
  • 275 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2017.

Based on Stanley-Laman Group's 13F filing for Q2 2017, filed 7 Aug 2017.