WCF
UMPQ

West Coast Financial’s Umpqua Holdings Corp UMPQ Stock Holding History

West Coast Financial’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
2017
Q2 		– Sell
-11,150
Closed -$198K – 124
2017
Q1 		$198K Sell
11,150
-4,850
-30% -$89.1K 0.06% 121
2016
Q4 		$300K Sell
16,000
-500
-3% -$8.51K 0.1% 105
2016
Q3 		$248K Buy
+16,500
New +$257K 0.08% 121

Other funds holding UMPQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

West Coast Financial's UMPQ Position: Q2 2017 in Review

West Coast Financial sold out of Umpqua Holdings Corp (UMPQ) in Q2 2017, closing a stake of 11,150 shares — an estimated $198K sold.

West Coast Financial first reported a position in UMPQ in Q3 2016 and held it in 3 quarters. The position peaked at $300K in Q4 2016. 275 funds tracked by Wall St. Rank hold UMPQ as of Q2 2017.

  • West Coast Financial reported no remaining Umpqua Holdings Corp position as of Q2 2017 after selling out during the quarter.
  • West Coast Financial sold 11,150 Umpqua Holdings Corp shares in Q2 2017, an estimated $198K.
  • West Coast Financial first reported a position in Umpqua Holdings Corp in Q3 2016 and held it in 3 quarters.
  • West Coast Financial's Umpqua Holdings Corp position peaked at $300K in Q4 2016.
  • 275 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2017.

Based on West Coast Financial's 13F filing for Q2 2017, filed 18 Jul 2017.