Capital Bank & Trust’s UMB Financial UMBF Stock Holding History

Capital Bank & Trust’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	-38	Closed	-$2K	–	844
2019 Q3	$2K	Buy	+38	New	+$2.46K	﹤0.01%	732

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

Capital Bank & Trust's UMBF Position: Q4 2019 in Review

Capital Bank & Trust sold out of UMB Financial (UMBF) in Q4 2019, closing a stake of 38 shares — an estimated $2K sold.

Capital Bank & Trust first reported a position in UMBF in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 235 funds tracked by Wall St. Rank hold UMBF as of Q4 2019.

Capital Bank & Trust reported no remaining UMB Financial position as of Q4 2019 after selling out during the quarter.
Capital Bank & Trust sold 38 UMB Financial shares in Q4 2019, an estimated $2K.
Capital Bank & Trust first reported a position in UMB Financial in Q3 2019 and held it in 1 quarter.
Capital Bank & Trust's UMB Financial position peaked at $2K in Q3 2019.
235 funds tracked by Wall St. Rank held UMB Financial as of Q4 2019.

Based on Capital Bank & Trust's 13F filing for Q4 2019, filed 18 Feb 2020.