3C
UMBF icon

361 Capital’s UMB Financial UMBF Stock Holding History

361 Capital’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-40,154
Closed -$2.64M – 378
2019
Q2 		$2.64M Buy
+40,154
New +$2.65M 0.47% 89
2018
Q2 		– Sell
-20,432
Closed -$1.48M – 400
2018
Q1 		$1.48M Buy
+20,432
New +$1.53M 0.37% 136

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

361 Capital's UMBF Position: Q3 2019 in Review

361 Capital sold out of UMB Financial (UMBF) in Q3 2019, closing a stake of 40,154 shares — an estimated $2.64M sold.

361 Capital first reported a position in UMBF in Q1 2018 and held it in 2 quarters. The position peaked at $2.64M in Q2 2019. 234 funds tracked by Wall St. Rank hold UMBF as of Q3 2019.

  • 361 Capital reported no remaining UMB Financial position as of Q3 2019 after selling out during the quarter.
  • 361 Capital sold 40,154 UMB Financial shares in Q3 2019, an estimated $2.64M.
  • 361 Capital first reported a position in UMB Financial in Q1 2018 and held it in 2 quarters.
  • 361 Capital's UMB Financial position peaked at $2.64M in Q2 2019.
  • 234 funds tracked by Wall St. Rank held UMB Financial as of Q3 2019.

Based on 361 Capital's 13F filing for Q3 2019, filed 14 Nov 2019.