TCG Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

TCG Advisors’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
2019 Q2	–	Sell	-37	Closed	-$1K	–	574
2019 Q1	$1K	Buy	+37	New	+$651	﹤0.01%	477

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

TCG Advisors's UMPQ Position: Q2 2019 in Review

TCG Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q2 2019, closing a stake of 37 shares — an estimated $1K sold.

TCG Advisors first reported a position in UMPQ in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 336 funds tracked by Wall St. Rank hold UMPQ as of Q2 2019.

TCG Advisors reported no remaining Umpqua Holdings Corp position as of Q2 2019 after selling out during the quarter.
TCG Advisors sold 37 Umpqua Holdings Corp shares in Q2 2019, an estimated $1K.
TCG Advisors first reported a position in Umpqua Holdings Corp in Q1 2019 and held it in 1 quarter.
TCG Advisors's Umpqua Holdings Corp position peaked at $1K in Q1 2019.
336 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2019.

Based on TCG Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.