Wealthcare Advisory Partners’s Umpqua Holdings Corp UMPQ Stock Holding History

Wealthcare Advisory Partners’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
2020 Q2	–	Sell	-61	Closed	-$1K	–	1462
2020 Q1	$1K	Hold	61	–	–	﹤0.01%	1457
2019 Q4	$1K	Hold	61	–	–	﹤0.01%	1362
2019 Q3	$1K	Hold	61	–	–	﹤0.01%	1319
2019 Q2	$1K	Hold	61	–	–	﹤0.01%	1288
2019 Q1	$1K	Hold	61	–	–	﹤0.01%	1192
2018 Q4	$1K	Hold	61	–	–	﹤0.01%	1177
2018 Q3	$1K	Hold	61	–	–	﹤0.01%	1209
2018 Q2	$1K	Buy	+61	New	+$1.43K	﹤0.01%	1201

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wealthcare Advisory Partners's UMPQ Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Umpqua Holdings Corp (UMPQ) in Q2 2020, closing a stake of 61 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in UMPQ in Q2 2018 and held it in 8 quarters. The position peaked at $1K in Q1 2020. 298 funds tracked by Wall St. Rank hold UMPQ as of Q2 2020.

Wealthcare Advisory Partners reported no remaining Umpqua Holdings Corp position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 61 Umpqua Holdings Corp shares in Q2 2020, an estimated $1K.
Wealthcare Advisory Partners first reported a position in Umpqua Holdings Corp in Q2 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's Umpqua Holdings Corp position peaked at $1K in Q1 2020.
298 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.