Brinker Capital’s UMB Financial UMBF Stock Holding History

Brinker Capital’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
2017 Q2	–	Sell	-3,232	Closed	-$243K	–	877
2017 Q1	$243K	Buy	+3,232	New	+$247K	0.01%	845

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Brinker Capital's UMBF Position: Q2 2017 in Review

Brinker Capital sold out of UMB Financial (UMBF) in Q2 2017, closing a stake of 3,232 shares — an estimated $243K sold.

Brinker Capital first reported a position in UMBF in Q1 2017 and held it in 1 quarter. The position peaked at $243K in Q1 2017. 210 funds tracked by Wall St. Rank hold UMBF as of Q2 2017.

Brinker Capital reported no remaining UMB Financial position as of Q2 2017 after selling out during the quarter.
Brinker Capital sold 3,232 UMB Financial shares in Q2 2017, an estimated $243K.
Brinker Capital first reported a position in UMB Financial in Q1 2017 and held it in 1 quarter.
Brinker Capital's UMB Financial position peaked at $243K in Q1 2017.
210 funds tracked by Wall St. Rank held UMB Financial as of Q2 2017.

Based on Brinker Capital's 13F filing for Q2 2017, filed 14 Aug 2017.