WEC
UMPQ

Winslow Evans & Crocker’s Umpqua Holdings Corp UMPQ Stock Holding History

Winslow Evans & Crocker’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
Q4 		– Sell
-252
Closed -$4.11K – 1398
2015
Q3 		$4.11K Sell
252
-330
-57% -$5.68K ﹤0.01% 1068
2015
Q2 		$10.5K Buy
+582
New +$10.3K ﹤0.01% 922
2014
Q4 		– Sell
-246
Closed -$4.04K – 1403
2014
Q3 		$4.04K Buy
+246
New +$4.23K ﹤0.01% 1141

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Winslow Evans & Crocker's UMPQ Position: Q4 2015 in Review

Winslow Evans & Crocker sold out of Umpqua Holdings Corp (UMPQ) in Q4 2015, closing a stake of 252 shares — an estimated $4.11K sold.

Winslow Evans & Crocker first reported a position in UMPQ in Q3 2014 and held it in 3 quarters. The position peaked at $10.5K in Q2 2015. 274 funds tracked by Wall St. Rank hold UMPQ as of Q4 2015.

  • Winslow Evans & Crocker reported no remaining Umpqua Holdings Corp position as of Q4 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 252 Umpqua Holdings Corp shares in Q4 2015, an estimated $4.11K.
  • Winslow Evans & Crocker first reported a position in Umpqua Holdings Corp in Q3 2014 and held it in 3 quarters.
  • Winslow Evans & Crocker's Umpqua Holdings Corp position peaked at $10.5K in Q2 2015.
  • 274 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q4 2015.

Based on Winslow Evans & Crocker's 13F filing for Q4 2015, filed 27 Jan 2016.