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Boston Advisors’s UMB Financial UMBF Stock Holding History

Boston Advisors’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
Q3 		– Sell
-44,252
Closed -$3.37M – 672
2018
Q2 		$3.37M Sell
44,252
-20,057
-31% -$1.54M 0.08% 234
2018
Q1 		$4.66M Buy
+64,309
New +$4.82M 0.12% 187

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Advisors's UMBF Position: Q3 2018 in Review

Boston Advisors sold out of UMB Financial (UMBF) in Q3 2018, closing a stake of 44,252 shares — an estimated $3.37M sold.

Boston Advisors first reported a position in UMBF in Q1 2018 and held it in 2 quarters. The position peaked at $4.66M in Q1 2018. 211 funds tracked by Wall St. Rank hold UMBF as of Q3 2018.

  • Boston Advisors reported no remaining UMB Financial position as of Q3 2018 after selling out during the quarter.
  • Boston Advisors sold 44,252 UMB Financial shares in Q3 2018, an estimated $3.37M.
  • Boston Advisors first reported a position in UMB Financial in Q1 2018 and held it in 2 quarters.
  • Boston Advisors's UMB Financial position peaked at $4.66M in Q1 2018.
  • 211 funds tracked by Wall St. Rank held UMB Financial as of Q3 2018.

Based on Boston Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.