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

Assured 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
2018
Q2 		– Sell
-1,527
Closed -$111K – 1331
2018
Q1 		$111K Buy
+1,527
New +$114K ﹤0.01% 1046

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Assured Investment Management's UMBF Position: Q2 2018 in Review

Assured Investment Management sold out of UMB Financial (UMBF) in Q2 2018, closing a stake of 1,527 shares — an estimated $111K sold.

Assured Investment Management first reported a position in UMBF in Q1 2018 and held it in 1 quarter. The position peaked at $111K in Q1 2018. 222 funds tracked by Wall St. Rank hold UMBF as of Q2 2018.

  • Assured Investment Management reported no remaining UMB Financial position as of Q2 2018 after selling out during the quarter.
  • Assured Investment Management sold 1,527 UMB Financial shares in Q2 2018, an estimated $111K.
  • Assured Investment Management first reported a position in UMB Financial in Q1 2018 and held it in 1 quarter.
  • Assured Investment Management's UMB Financial position peaked at $111K in Q1 2018.
  • 222 funds tracked by Wall St. Rank held UMB Financial as of Q2 2018.

Based on Assured Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.