WTNA
UMPQ

Wilmington Trust National Association’s Umpqua Holdings Corp UMPQ Stock Holding History

Wilmington Trust National Association’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
2014
Q2 		$9.9M Buy
552,333
+16,767
+3% +$291K 0.34% 76
2014
Q1 		$9.98M Buy
535,566
+40,184
+8% +$728K 0.37% 73
2013
Q4 		$9.48M Buy
495,382
+51,608
+12% +$903K 0.35% 71
2013
Q3 		$7.2M Buy
+443,774
New +$7.32M 0.29% 85

Other funds holding UMPQ

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Wilmington Trust National Association's UMPQ Position: Q2 2014 in Review

Wilmington Trust National Association increased its Umpqua Holdings Corp (UMPQ) stake by 3.1% in Q2 2014, buying an estimated $291K and bringing the position to 552,333 shares worth $9.9M. The position accounts for 0.34% of the portfolio, ranked #76.

Wilmington Trust National Association first reported a position in UMPQ in Q3 2013 and has held it in 4 quarters since. The position peaked at $9.98M in Q1 2014. 239 funds tracked by Wall St. Rank hold UMPQ as of Q2 2014.

  • Wilmington Trust National Association held 552,333 shares of Umpqua Holdings Corp worth $9.9M as of Q2 2014.
  • Wilmington Trust National Association bought 16,767 Umpqua Holdings Corp shares in Q2 2014, an estimated $291K.
  • Umpqua Holdings Corp made up 0.34% of Wilmington Trust National Association's portfolio in Q2 2014, its #76 holding.
  • Wilmington Trust National Association first reported a position in Umpqua Holdings Corp in Q3 2013 and has held it in 4 quarters since.
  • Wilmington Trust National Association's Umpqua Holdings Corp position peaked at $9.98M in Q1 2014.
  • 239 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q2 2014.

Based on Wilmington Trust National Association's 13F filing for Q2 2014, filed 13 Aug 2014.