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Carillon Tower Advisers’s UMB Financial UMBF Stock Holding History

Carillon Tower Advisers’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
Q2 		– Sell
-107,815
Closed -$6.9M – 490
2019
Q1 		$6.9M Sell
107,815
-482,481
-82% -$31.9M 0.05% 359
2018
Q4 		$36M Sell
590,296
-78,477
-12% -$5.09M 0.3% 117
2018
Q3 		$47.4M Sell
668,773
-22,065
-3% -$1.66M 0.34% 101
2018
Q2 		$52.7M Hold
690,838
– – 0.41% 73
2018
Q1 		$48.9M Hold
690,838
– – 0.38% 79
2017
Q4 		$49.7K Buy
+690,838
New +$50.7M 0.53% 53

Other funds holding UMBF

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carillon Tower Advisers's UMBF Position: Q2 2019 in Review

Carillon Tower Advisers sold out of UMB Financial (UMBF) in Q2 2019, closing a stake of 107,815 shares — an estimated $6.9M sold.

Carillon Tower Advisers first reported a position in UMBF in Q4 2017 and held it in 6 quarters. The position peaked at $52.7M in Q2 2018. 243 funds tracked by Wall St. Rank hold UMBF as of Q2 2019.

  • Carillon Tower Advisers reported no remaining UMB Financial position as of Q2 2019 after selling out during the quarter.
  • Carillon Tower Advisers sold 107,815 UMB Financial shares in Q2 2019, an estimated $6.9M.
  • Carillon Tower Advisers first reported a position in UMB Financial in Q4 2017 and held it in 6 quarters.
  • Carillon Tower Advisers's UMB Financial position peaked at $52.7M in Q2 2018.
  • 243 funds tracked by Wall St. Rank held UMB Financial as of Q2 2019.

Based on Carillon Tower Advisers's 13F filing for Q2 2019, filed 8 Aug 2019.