AIM
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Advantage Investment Management’s UMB Financial UMBF Stock Holding History

Advantage Investment Management’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
2017
Q3 		– Sell
-161
Closed -$12K – 1117
2017
Q2 		$12K Buy
161
+8
+5% +$586 ﹤0.01% 678
2017
Q1 		$12K Buy
+153
New +$11.7K ﹤0.01% 658

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advantage Investment Management's UMBF Position: Q3 2017 in Review

Advantage Investment Management sold out of UMB Financial (UMBF) in Q3 2017, closing a stake of 161 shares — an estimated $12K sold.

Advantage Investment Management first reported a position in UMBF in Q1 2017 and held it in 2 quarters. The position peaked at $12K in Q2 2017. 195 funds tracked by Wall St. Rank hold UMBF as of Q3 2017.

  • Advantage Investment Management reported no remaining UMB Financial position as of Q3 2017 after selling out during the quarter.
  • Advantage Investment Management sold 161 UMB Financial shares in Q3 2017, an estimated $12K.
  • Advantage Investment Management first reported a position in UMB Financial in Q1 2017 and held it in 2 quarters.
  • Advantage Investment Management's UMB Financial position peaked at $12K in Q2 2017.
  • 195 funds tracked by Wall St. Rank held UMB Financial as of Q3 2017.

Based on Advantage Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.