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American Financial Network Advisory Services’s UMB Financial UMBF Stock Holding History

American Financial Network Advisory Services’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
2018
Q1 		– Sell
-57
Closed -$4K – 561
2017
Q4 		$4K Hold
57
– – ﹤0.01% 590
2017
Q3 		$4K Buy
+57
New +$3.99K ﹤0.01% 627

Other funds holding UMBF

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

American Financial Network Advisory Services's UMBF Position: Q1 2018 in Review

American Financial Network Advisory Services sold out of UMB Financial (UMBF) in Q1 2018, closing a stake of 57 shares — an estimated $4K sold.

American Financial Network Advisory Services first reported a position in UMBF in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 230 funds tracked by Wall St. Rank hold UMBF as of Q1 2018.

  • American Financial Network Advisory Services reported no remaining UMB Financial position as of Q1 2018 after selling out during the quarter.
  • American Financial Network Advisory Services sold 57 UMB Financial shares in Q1 2018, an estimated $4K.
  • American Financial Network Advisory Services first reported a position in UMB Financial in Q3 2017 and held it in 2 quarters.
  • American Financial Network Advisory Services's UMB Financial position peaked at $4K in Q4 2017.
  • 230 funds tracked by Wall St. Rank held UMB Financial as of Q1 2018.

Based on American Financial Network Advisory Services's 13F filing for Q1 2018, filed 15 May 2018.