Carlson Capital’s UMB Financial UMBF Stock Holding History

Carlson 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 Q3	–	Sell	-186,930	Closed	-$14M	–	266
2017 Q2	$14M	Buy	+186,930	New	+$13.7M	0.2%	158

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Carlson Capital's UMBF Position: Q3 2017 in Review

Carlson Capital sold out of UMB Financial (UMBF) in Q3 2017, closing a stake of 186,930 shares — an estimated $14M sold.

Carlson Capital first reported a position in UMBF in Q2 2017 and held it in 1 quarter. The position peaked at $14M in Q2 2017. 195 funds tracked by Wall St. Rank hold UMBF as of Q3 2017.

Carlson Capital reported no remaining UMB Financial position as of Q3 2017 after selling out during the quarter.
Carlson Capital sold 186,930 UMB Financial shares in Q3 2017, an estimated $14M.
Carlson Capital first reported a position in UMB Financial in Q2 2017 and held it in 1 quarter.
Carlson Capital's UMB Financial position peaked at $14M in Q2 2017.
195 funds tracked by Wall St. Rank held UMB Financial as of Q3 2017.

Based on Carlson Capital's 13F filing for Q3 2017, filed 14 Nov 2017.