Wealthspire Advisors (Maryland)’s Umpqua Holdings Corp UMPQ Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-873	Closed	-$14K	–	2247
2019 Q1	$14K	Sell	873 -32	-4%	-$563	﹤0.01%	1414
2018 Q4	$14K	Buy	905 +42	+5%	+$790	﹤0.01%	1358
2018 Q3	$18K	Sell	863 -22	-2%	-$481	﹤0.01%	1353
2018 Q2	$20K	Sell	885 -1,185	-57%	-$27.7K	﹤0.01%	1321
2018 Q1	$44K	Buy	2,070 +22	+1%	+$480	﹤0.01%	1034
2017 Q4	$43K	Buy	2,048 +858	+72%	+$17.7K	﹤0.01%	1071
2017 Q3	$23K	Buy	+1,190	New	+$21.7K	﹤0.01%	1259
2016 Q2	–	Sell	-210	Closed	-$3K	–	1836
2016 Q1	$3K	Buy	+210	New	+$3.17K	﹤0.01%	1479

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UMPQ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Umpqua Holdings Corp (UMPQ) in Q2 2019, closing a stake of 873 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in UMPQ in Q1 2016 and held it in 8 quarters. The position peaked at $44K in Q1 2018. 336 funds tracked by Wall St. Rank hold UMPQ as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Umpqua Holdings Corp position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 873 Umpqua Holdings Corp shares in Q2 2019, an estimated $14K.
Wealthspire Advisors (Maryland) first reported a position in Umpqua Holdings Corp in Q1 2016 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Umpqua Holdings Corp position peaked at $44K in Q1 2018.
336 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.