WealthOne’s Umpqua Holdings Corp UMPQ Stock Holding History

WealthOne’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 Q1	–	Sell	-160	Closed	-$3K	–	583
2018 Q4	$3K	Buy	+160	New	+$3.01K	﹤0.01%	546

Other funds holding UMPQ

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthOne's UMPQ Position: Q1 2019 in Review

WealthOne sold out of Umpqua Holdings Corp (UMPQ) in Q1 2019, closing a stake of 160 shares — an estimated $3K sold.

WealthOne first reported a position in UMPQ in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 353 funds tracked by Wall St. Rank hold UMPQ as of Q1 2019.

WealthOne reported no remaining Umpqua Holdings Corp position as of Q1 2019 after selling out during the quarter.
WealthOne sold 160 Umpqua Holdings Corp shares in Q1 2019, an estimated $3K.
WealthOne first reported a position in Umpqua Holdings Corp in Q4 2018 and held it in 1 quarter.
WealthOne's Umpqua Holdings Corp position peaked at $3K in Q4 2018.
353 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.