Ims Capital Management Has Trimmed Its Umpqua Hldgs (UMPQ) Stake as Stock Value Declined; Citigroup Com New (C) Shareholder Verity Asset Management Has Increased Its Holding by $560,274

April 26, 2018 - By Marguerite Chambers

Umpqua Holdings Corporation (NASDAQ:UMPQ) Logo

Verity Asset Management Inc increased its stake in Citigroup Inc Com New (C) by 42.22% based on its latest 2017Q4 regulatory filing with the SEC. Verity Asset Management Inc bought 7,183 shares as the company’s stock declined 9.55% with the market. The institutional investor held 24,195 shares of the major banks company at the end of 2017Q4, valued at $1.90 million, up from 17,012 at the end of the previous reported quarter. Verity Asset Management Inc who had been investing in Citigroup Inc Com New for a number of months, seems to be bullish on the $177.21 billion market cap company. The stock increased 0.19% or $0.14 during the last trading session, reaching $69.5. About 8.96M shares traded. Citigroup Inc. (NYSE:C) has risen 17.06% since April 26, 2017 and is uptrending. It has outperformed by 5.51% the S&P500.

Ims Capital Management decreased its stake in Umpqua Hldgs Corp (UMPQ) by 45.14% based on its latest 2017Q4 regulatory filing with the SEC. Ims Capital Management sold 59,247 shares as the company’s stock declined 1.35% with the market. The institutional investor held 72,011 shares of the savings institutions company at the end of 2017Q4, valued at $1.50M, down from 131,258 at the end of the previous reported quarter. Ims Capital Management who had been investing in Umpqua Hldgs Corp for a number of months, seems to be less bullish one the $5.30 billion market cap company. The stock decreased 1.03% or $0.25 during the last trading session, reaching $24.02. About 1.34 million shares traded. Umpqua Holdings Corporation (NASDAQ:UMPQ) has risen 22.84% since April 26, 2017 and is uptrending. It has outperformed by 11.29% the S&P500.

Investors sentiment increased to 1.34 in 2017 Q4. Its up 0.01, from 1.33 in 2017Q3. It improved, as 21 investors sold UMPQ shares while 84 reduced holdings. 48 funds opened positions while 93 raised stakes. 193.79 million shares or 2.04% more from 189.91 million shares in 2017Q3 were reported. Systematic Mgmt Lp holds 636,999 shares. Principal Fincl Grp Incorporated Incorporated holds 1.76M shares or 0.03% of its portfolio. Brandywine Global Limited Liability Corporation invested 0.07% of its portfolio in Umpqua Holdings Corporation (NASDAQ:UMPQ). Arizona State Retirement Systems reported 158,503 shares or 0.03% of all its holdings. 10,114 are owned by First Republic Management Inc. San Francisco Sentry (Ca) has 0.02% invested in Umpqua Holdings Corporation (NASDAQ:UMPQ). Guggenheim Cap Ltd Liability Company holds 906,135 shares or 0.04% of its portfolio. Clinton Group reported 0.08% stake. Sei Com reported 315,421 shares or 0.02% of all its holdings. Northern Tru invested in 0.02% or 4.63M shares. Legal And General Gp Public Limited Liability Corporation holds 0% of its portfolio in Umpqua Holdings Corporation (NASDAQ:UMPQ) for 281,113 shares. Prentiss Smith & stated it has 3.14% of its portfolio in Umpqua Holdings Corporation (NASDAQ:UMPQ). Mercer Capital Advisers invested 0.01% of its portfolio in Umpqua Holdings Corporation (NASDAQ:UMPQ). Sterling Capital Mngmt Ltd accumulated 0.17% or 878,697 shares. 279,998 are held by Ny State Common Retirement Fund.

Since January 31, 2018, it had 0 insider purchases, and 1 sale for $124,297 activity.

Among 14 analysts covering Umpqua Holdings Corp (NASDAQ:UMPQ), 7 have Buy rating, 1 Sell and 6 Hold. Therefore 50% are positive. Umpqua Holdings Corp had 44 analyst reports since July 21, 2015 according to SRatingsIntel. On Thursday, December 21 the stock rating was maintained by Keefe Bruyette & Woods with “Buy”. The firm earned “Hold” rating on Thursday, August 10 by Keefe Bruyette & Woods. The stock of Umpqua Holdings Corporation (NASDAQ:UMPQ) has “Buy” rating given on Tuesday, November 28 by SunTrust. The company was maintained on Tuesday, February 6 by Hovde Group. RBC Capital Markets maintained Umpqua Holdings Corporation (NASDAQ:UMPQ) rating on Friday, January 29. RBC Capital Markets has “Sector Perform” rating and $17 target. The rating was maintained by Piper Jaffray with “Sell” on Tuesday, October 3. Barclays Capital maintained Umpqua Holdings Corporation (NASDAQ:UMPQ) rating on Friday, October 20. Barclays Capital has “Equal-Weight” rating and $20 target. The stock of Umpqua Holdings Corporation (NASDAQ:UMPQ) earned “Outperform” rating by Raymond James on Tuesday, August 25. The rating was maintained by Keefe Bruyette & Woods with “Buy” on Tuesday, December 12. The stock of Umpqua Holdings Corporation (NASDAQ:UMPQ) earned “Buy” rating by Sandler O’Neill on Wednesday, January 24.

Since February 27, 2018, it had 0 insider purchases, and 6 sales for $4.97 million activity. Callahan Don sold $536,410 worth of Citigroup Inc. (NYSE:C) on Wednesday, February 28. 3,400 shares were sold by MURRAY JOSEPH MICHAEL, worth $263,126 on Tuesday, February 27. The insider Fraser Jane Nind sold 32,400 shares worth $2.51M. The insider Hu W. Bradford sold $611,804. The insider Gerspach John C sold 7,000 shares worth $542,920.

Among 40 analysts covering Citigroup Inc. (NYSE:C), 23 have Buy rating, 2 Sell and 15 Hold. Therefore 58% are positive. Citigroup Inc. had 124 analyst reports since July 21, 2015 according to SRatingsIntel. The stock of Citigroup Inc. (NYSE:C) has “Sell” rating given on Tuesday, September 13 by Societe Generale. The firm has “Overweight” rating given on Thursday, April 7 by JP Morgan. The stock of Citigroup Inc. (NYSE:C) has “Neutral” rating given on Friday, September 16 by Goldman Sachs. BMO Capital Markets maintained Citigroup Inc. (NYSE:C) on Friday, July 14 with “Buy” rating. On Monday, October 16 the stock rating was downgraded by Societe Generale to “Sell”. The stock of Citigroup Inc. (NYSE:C) earned “Buy” rating by Oppenheimer on Thursday, July 20. On Monday, October 19 the stock rating was maintained by Macquarie Research with “Outperform”. The rating was maintained by Evercore with “Buy” on Monday, September 21. Barclays Capital maintained Citigroup Inc. (NYSE:C) rating on Monday, March 14. Barclays Capital has “Overweight” rating and $60 target. The stock of Citigroup Inc. (NYSE:C) has “Buy” rating given on Friday, April 6 by Vining Sparks.

Verity Asset Management Inc, which manages about $409.92M and $132.76 million US Long portfolio, decreased its stake in Ishares High Dividend Etf (HDV) by 8,269 shares to 10,963 shares, valued at $1.01 million in 2017Q4, according to the filing. It also reduced its holding in Microsoft Corp (NASDAQ:MSFT) by 17,300 shares in the quarter, leaving it with 11,475 shares, and cut its stake in Vanguard Intl Equity Index Fds Msci Europe Etf (VGK).

Investors sentiment decreased to 1.07 in 2017 Q4. Its down 0.28, from 1.35 in 2017Q3. It worsened, as 58 investors sold C shares while 480 reduced holdings. 123 funds opened positions while 450 raised stakes. 1.99 billion shares or 2.45% less from 2.04 billion shares in 2017Q3 were reported. National Mutual Federation Of Agricultural Cooperatives reported 45,000 shares. San Francisco Sentry Investment Gru (Ca) reported 8,672 shares stake. Buckingham owns 145,538 shares. Valueact Holdg Lp, a California-based fund reported 1.10M shares. Sanctuary Wealth Advsr Ltd Llc has 1,753 shares. Foundation Asset Mgmt Lp accumulated 185,000 shares or 4.14% of the stock. Teewinot Advisers Ltd holds 4.8% in Citigroup Inc. (NYSE:C) or 153,092 shares. 2,448 were accumulated by Nelson Roberts Inv Lc. Pinnacle Wealth Management Advisory Group Limited Co accumulated 14,979 shares or 0.62% of the stock. Employees Retirement System Of Texas reported 0.23% stake. Comerica Bank & Trust accumulated 718,162 shares or 0.38% of the stock. Cibc World Inc stated it has 0.17% in Citigroup Inc. (NYSE:C). Schroder Investment Mgmt Grp Incorporated stated it has 6.72M shares. Northside Cap Mngmt Lc has invested 0.08% in Citigroup Inc. (NYSE:C). Jfs Wealth Advsrs Ltd Co reported 0.04% in Citigroup Inc. (NYSE:C).

Citigroup Inc. (NYSE:C) Institutional Positions Chart

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.

By1 Marguerite Chambers

Automatic Stock Updates

Enter your email address below to get the latest news and analysts' ratings for your stocks with our free daily email newsletter:








Recent Posts