BAMG
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Brand Asset Management Group’s UMB Financial UMBF Stock Holding History

Brand Asset Management Group’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
Q4 		– Sell
-947
Closed -$61K – 320
2019
Q3 		$61K Hold
947
– – 0.04% 119
2019
Q2 		$62K Hold
947
– – 0.04% 118
2019
Q1 		$61K Hold
947
– – 0.04% 112
2018
Q4 		$58K Buy
+947
New +$61.4K 0.05% 98

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
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
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

Brand Asset Management Group's UMBF Position: Q4 2019 in Review

Brand Asset Management Group sold out of UMB Financial (UMBF) in Q4 2019, closing a stake of 947 shares — an estimated $61K sold.

Brand Asset Management Group first reported a position in UMBF in Q4 2018 and held it in 4 quarters. The position peaked at $62K in Q2 2019. 235 funds tracked by Wall St. Rank hold UMBF as of Q4 2019.

  • Brand Asset Management Group reported no remaining UMB Financial position as of Q4 2019 after selling out during the quarter.
  • Brand Asset Management Group sold 947 UMB Financial shares in Q4 2019, an estimated $61K.
  • Brand Asset Management Group first reported a position in UMB Financial in Q4 2018 and held it in 4 quarters.
  • Brand Asset Management Group's UMB Financial position peaked at $62K in Q2 2019.
  • 235 funds tracked by Wall St. Rank held UMB Financial as of Q4 2019.

Based on Brand Asset Management Group's 13F filing for Q4 2019, filed 24 Jan 2020.