WANY
UMPQ

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

Wealthspire Advisors (New York)’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
-495
Closed -$8K – 858
2018
Q4 		$8K Buy
+495
New +$9.3K ﹤0.01% 572

Other funds holding UMPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (New York)'s UMPQ Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Umpqua Holdings Corp (UMPQ) in Q1 2019, closing a stake of 495 shares — an estimated $8K sold.

Wealthspire Advisors (New York) first reported a position in UMPQ in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 353 funds tracked by Wall St. Rank hold UMPQ as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Umpqua Holdings Corp position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 495 Umpqua Holdings Corp shares in Q1 2019, an estimated $8K.
  • Wealthspire Advisors (New York) first reported a position in Umpqua Holdings Corp in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Umpqua Holdings Corp position peaked at $8K in Q4 2018.
  • 353 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.