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Advisors Capital Management’s UMB Financial UMBF Stock Holding History

Advisors Capital 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
2020
Q1 		– Sell
-2,956
Closed -$203K – 328
2019
Q4 		$203K Buy
+2,956
New +$196K 0.01% 315

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

Advisors Capital Management's UMBF Position: Q1 2020 in Review

Advisors Capital Management sold out of UMB Financial (UMBF) in Q1 2020, closing a stake of 2,956 shares — an estimated $203K sold.

Advisors Capital Management first reported a position in UMBF in Q4 2019 and held it in 1 quarter. The position peaked at $203K in Q4 2019. 211 funds tracked by Wall St. Rank hold UMBF as of Q1 2020.

  • Advisors Capital Management reported no remaining UMB Financial position as of Q1 2020 after selling out during the quarter.
  • Advisors Capital Management sold 2,956 UMB Financial shares in Q1 2020, an estimated $203K.
  • Advisors Capital Management first reported a position in UMB Financial in Q4 2019 and held it in 1 quarter.
  • Advisors Capital Management's UMB Financial position peaked at $203K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held UMB Financial as of Q1 2020.

Based on Advisors Capital Management's 13F filing for Q1 2020, filed 15 May 2020.