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BB&T Securities’s UMB Financial UMBF Stock Holding History

BB&T Securities’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
-15,599
Closed -$1.03M – 1689
2019
Q2 		$1.03M Buy
15,599
+507
+3% +$33.4K 0.01% 795
2019
Q1 		$966K Buy
15,092
+4,386
+41% +$290K 0.01% 817
2018
Q4 		$652K Sell
10,706
-1,042
-9% -$67.5K 0.01% 884
2018
Q3 		$832K Buy
+11,748
New +$882K 0.01% 886

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BB&T Securities's UMBF Position: Q3 2019 in Review

BB&T Securities sold out of UMB Financial (UMBF) in Q3 2019, closing a stake of 15,599 shares — an estimated $1.03M sold.

BB&T Securities first reported a position in UMBF in Q3 2018 and held it in 4 quarters. The position peaked at $1.03M in Q2 2019. 234 funds tracked by Wall St. Rank hold UMBF as of Q3 2019.

  • BB&T Securities reported no remaining UMB Financial position as of Q3 2019 after selling out during the quarter.
  • BB&T Securities sold 15,599 UMB Financial shares in Q3 2019, an estimated $1.03M.
  • BB&T Securities first reported a position in UMB Financial in Q3 2018 and held it in 4 quarters.
  • BB&T Securities's UMB Financial position peaked at $1.03M in Q2 2019.
  • 234 funds tracked by Wall St. Rank held UMB Financial as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.