VDFA
UMPQ

Vickerman & Driscoll Financial Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Vickerman & Driscoll 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
-48
Closed -$1K – 112
2018
Q3 		$1K Hold
48
– – ﹤0.01% 113
2018
Q2 		$1K Hold
48
– – ﹤0.01% 113
2018
Q1 		$1K Hold
48
– – ﹤0.01% 114
2017
Q4 		$1K Buy
+48
New +$992 ﹤0.01% 112

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

Vickerman & Driscoll Financial Advisors's UMPQ Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q4 2018, closing a stake of 48 shares — an estimated $1K sold.

Vickerman & Driscoll Financial Advisors first reported a position in UMPQ in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 362 funds tracked by Wall St. Rank hold UMPQ as of Q4 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining Umpqua Holdings Corp position as of Q4 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 48 Umpqua Holdings Corp shares in Q4 2018, an estimated $1K.
  • Vickerman & Driscoll Financial Advisors first reported a position in Umpqua Holdings Corp in Q4 2017 and held it in 4 quarters.
  • Vickerman & Driscoll Financial Advisors's Umpqua Holdings Corp position peaked at $1K in Q3 2018.
  • 362 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.