TCOV
UMPQ

Trust Company of Vermont’s Umpqua Holdings Corp UMPQ Stock Holding History

Trust Company of Vermont’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
Q4 		– Sell
-200
Closed -$3K – 975
2019
Q3 		$3K Buy
+200
New +$3.29K ﹤0.01% 912

Other funds holding UMPQ

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trust Company of Vermont's UMPQ Position: Q4 2019 in Review

Trust Company of Vermont sold out of Umpqua Holdings Corp (UMPQ) in Q4 2019, closing a stake of 200 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in UMPQ in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 330 funds tracked by Wall St. Rank hold UMPQ as of Q4 2019.

  • Trust Company of Vermont reported no remaining Umpqua Holdings Corp position as of Q4 2019 after selling out during the quarter.
  • Trust Company of Vermont sold 200 Umpqua Holdings Corp shares in Q4 2019, an estimated $3K.
  • Trust Company of Vermont first reported a position in Umpqua Holdings Corp in Q3 2019 and held it in 1 quarter.
  • Trust Company of Vermont's Umpqua Holdings Corp position peaked at $3K in Q3 2019.
  • 330 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2019.

Based on Trust Company of Vermont's 13F filing for Q4 2019, filed 6 Feb 2020.