WA
UMPQ

WFG Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-500
Closed -$9K – 2126
2014
Q4 		$9K Hold
500
– – ﹤0.01% 1503
2014
Q3 		$8K Hold
500
– – ﹤0.01% 1560
2014
Q2 		$9K Hold
500
– – ﹤0.01% 1526
2014
Q1 		$9K Sell
500
-41
-8% -$743 ﹤0.01% 1494
2013
Q4 		$10K Buy
541
+28
+5% +$490 ﹤0.01% 1587
2013
Q3 		$8K Buy
513
+13
+3% +$214 ﹤0.01% 1610
2013
Q2 		$8K Buy
+500
New +$6.6K ﹤0.01% 1544

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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WFG Advisors's UMPQ Position: Q1 2015 in Review

WFG Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2015, closing a stake of 500 shares — an estimated $9K sold.

WFG Advisors first reported a position in UMPQ in Q2 2013 and held it in 7 quarters. The position peaked at $10K in Q4 2013. 257 funds tracked by Wall St. Rank hold UMPQ as of Q1 2015.

  • WFG Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 500 Umpqua Holdings Corp shares in Q1 2015, an estimated $9K.
  • WFG Advisors first reported a position in Umpqua Holdings Corp in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Umpqua Holdings Corp position peaked at $10K in Q4 2013.
  • 257 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.