Transamerica Financial Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Transamerica Financial 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
2016 Q1	–	Sell	-150	Closed	-$3K	–	863
2015 Q4	$3K	Hold	150	–	–	﹤0.01%	695
2015 Q3	$3K	Hold	150	–	–	﹤0.01%	691
2015 Q2	$3K	Hold	150	–	–	﹤0.01%	740
2015 Q1	$3K	Hold	150	–	–	﹤0.01%	748
2014 Q4	$3K	Hold	150	–	–	﹤0.01%	593
2014 Q3	$3K	Hold	150	–	–	﹤0.01%	561
2014 Q2	$3K	Buy	+150	New	+$2.6K	﹤0.01%	579
2014 Q1	–	Sell	-13,817	Closed	-$265K	–	678
2013 Q4	$265K	Buy	+13,817	New	+$242K	0.03%	224

Other funds holding UMPQ

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Transamerica Financial Advisors's UMPQ Position: Q1 2016 in Review

Transamerica Financial Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2016, closing a stake of 150 shares — an estimated $3K sold.

Transamerica Financial Advisors first reported a position in UMPQ in Q4 2013 and held it in 8 quarters. The position peaked at $265K in Q4 2013. 276 funds tracked by Wall St. Rank hold UMPQ as of Q1 2016.

Transamerica Financial Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 150 Umpqua Holdings Corp shares in Q1 2016, an estimated $3K.
Transamerica Financial Advisors first reported a position in Umpqua Holdings Corp in Q4 2013 and held it in 8 quarters.
Transamerica Financial Advisors's Umpqua Holdings Corp position peaked at $265K in Q4 2013.
276 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2016.

Based on Transamerica Financial Advisors's 13F filing for Q1 2016, filed 21 Apr 2016.