BSW Wealth Partners’s UMB Financial UMBF Stock Holding History

BSW Wealth Partners’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	-7,654	Closed	-$494K	–	155
2019 Q3	$494K	Buy	+7,654	New	+$495K	0.19%	49

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BSW Wealth Partners's UMBF Position: Q4 2019 in Review

BSW Wealth Partners sold out of UMB Financial (UMBF) in Q4 2019, closing a stake of 7,654 shares — an estimated $494K sold.

BSW Wealth Partners first reported a position in UMBF in Q3 2019 and held it in 1 quarter. The position peaked at $494K in Q3 2019. 235 funds tracked by Wall St. Rank hold UMBF as of Q4 2019.

BSW Wealth Partners reported no remaining UMB Financial position as of Q4 2019 after selling out during the quarter.
BSW Wealth Partners sold 7,654 UMB Financial shares in Q4 2019, an estimated $494K.
BSW Wealth Partners first reported a position in UMB Financial in Q3 2019 and held it in 1 quarter.
BSW Wealth Partners's UMB Financial position peaked at $494K in Q3 2019.
235 funds tracked by Wall St. Rank held UMB Financial as of Q4 2019.

Based on BSW Wealth Partners's 13F filing for Q4 2019, filed 18 Feb 2020.