SNC
UMPQ

Stifel Nicolaus & Co’s Umpqua Holdings Corp UMPQ Stock Holding History

Stifel Nicolaus & Co’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
Q3 		– Sell
-32,500
Closed -$488K – 1549
2013
Q2 		$488K Buy
+32,500
New +$429K 0.01% 866

Other funds holding UMPQ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Stifel Nicolaus & Co's UMPQ Position: Q3 2013 in Review

Stifel Nicolaus & Co sold out of Umpqua Holdings Corp (UMPQ) in Q3 2013, closing a stake of 32,500 shares — an estimated $488K sold.

Stifel Nicolaus & Co first reported a position in UMPQ in Q2 2013 and held it in 1 quarter. The position peaked at $488K in Q2 2013. 198 funds tracked by Wall St. Rank hold UMPQ as of Q3 2013.

  • Stifel Nicolaus & Co reported no remaining Umpqua Holdings Corp position as of Q3 2013 after selling out during the quarter.
  • Stifel Nicolaus & Co sold 32,500 Umpqua Holdings Corp shares in Q3 2013, an estimated $488K.
  • Stifel Nicolaus & Co first reported a position in Umpqua Holdings Corp in Q2 2013 and held it in 1 quarter.
  • Stifel Nicolaus & Co's Umpqua Holdings Corp position peaked at $488K in Q2 2013.
  • 198 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.