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Umpqua Holdings Corporation shares owned by Watermark Asset Management

Quarter-by-quarter ownership of Umpqua Holdings Corporation shares owned by Watermark Asset Management from 13F filings

Historical chart of Watermark Asset Management investment in Umpqua Holdings Corporation

Tip: Access up to 7 years of quarterly data

All positions including Umpqua Holdings Corporation held by Watermark Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Umpqua Holdings Corporation by Watermark Asset Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $10k 626 15.97
2018-09-30 $13k 626 20.77
2018-06-30 $14k 626 22.36
2018-03-31 $13k 626 20.77
2017-12-31 $13k 626 20.77
2017-09-30 $12k 626 19.17
2017-06-30 $11k 626 17.57
2017-03-31 $11k 626 17.57

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iShares S&P 500 Index (IVV)
iShares Lehman Aggregate Bond (AGG)
Vanguard Europe Pacific ETF (VEA)
iShares S&P MidCap 400 Index (IJH)
Schwab U S Broad Market ETF (SCHB)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Emerging Markets ETF (VWO)
Schwab Strategic Tr us aggregate b (SCHZ)
Vanguard Total Stock Market ETF (VTI)
Schwab International Equity ETF (SCHF)
Vanguard FTSE All-World ex-US ETF (VEU)
Spdr Series Trust dj ttl mkt etf (SPTM)
Schwab Strategic Tr us lrg cap etf (SCHX)
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)

View all positions for Watermark Asset Management