WP
UMPQ

WealthPLAN Partners’s Umpqua Holdings Corp UMPQ Stock Holding History

WealthPLAN 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
2016
Q3 		$4.14K Hold
275
– – ﹤0.01% 755
2016
Q2 		$4.25K Buy
+275
New +$4.29K ﹤0.01% 2039

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WealthPLAN Partners's UMPQ Position: Q3 2016 in Review

WealthPLAN Partners held its Umpqua Holdings Corp (UMPQ) position steady in Q3 2016 at 275 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

WealthPLAN Partners first reported a position in UMPQ in Q2 2016 and has held it in 2 quarters since. The position peaked at $4.25K in Q2 2016. 303 funds tracked by Wall St. Rank hold UMPQ as of Q3 2016.

  • WealthPLAN Partners held 275 shares of Umpqua Holdings Corp worth $4.14K as of Q3 2016.
  • WealthPLAN Partners left its Umpqua Holdings Corp share count unchanged in Q3 2016.
  • Umpqua Holdings Corp made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #755 holding.
  • WealthPLAN Partners first reported a position in Umpqua Holdings Corp in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Umpqua Holdings Corp position peaked at $4.25K in Q2 2016.
  • 303 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.