VFA
UMPQ

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

Valeo 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
2018
Q4 		– Sell
-129
Closed -$2K – 1787
2018
Q3 		$2K Buy
+129
New +$2.82K ﹤0.01% 1540

Other funds holding UMPQ

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BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Valeo Financial Advisors's UMPQ Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q4 2018, closing a stake of 129 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in UMPQ in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 362 funds tracked by Wall St. Rank hold UMPQ as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Umpqua Holdings Corp position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 129 Umpqua Holdings Corp shares in Q4 2018, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Umpqua Holdings Corp in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Umpqua Holdings Corp position peaked at $2K in Q3 2018.
  • 362 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.