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Clinton Group’s UMB Financial UMBF Stock Holding History

Clinton Group’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
2018
Q2 		– Sell
-6,472
Closed -$469K – 475
2018
Q1 		$469K Buy
+6,472
New +$485K 0.05% 279
2017
Q1 		– Sell
-7,010
Closed -$541K – 1055
2016
Q4 		$541K Buy
+7,010
New +$487K 0.03% 554
2016
Q1 		– Sell
-8,524
Closed -$397K – 1015
2015
Q4 		$397K Sell
8,524
-9,904
-54% -$500K 0.03% 570
2015
Q3 		$936K Buy
18,428
+2,918
+19% +$154K 0.09% 317
2015
Q2 		$884K Buy
15,510
+9,135
+143% +$491K 0.12% 240
2015
Q1 		$337K Buy
6,375
+1,963
+44% +$102K 0.09% 334
2014
Q4 		$251K Buy
+4,412
New +$249K 0.08% 377

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clinton Group's UMBF Position: Q2 2018 in Review

Clinton Group sold out of UMB Financial (UMBF) in Q2 2018, closing a stake of 6,472 shares — an estimated $469K sold.

Clinton Group first reported a position in UMBF in Q4 2014 and held it in 7 quarters. The position peaked at $936K in Q3 2015. 222 funds tracked by Wall St. Rank hold UMBF as of Q2 2018.

  • Clinton Group reported no remaining UMB Financial position as of Q2 2018 after selling out during the quarter.
  • Clinton Group sold 6,472 UMB Financial shares in Q2 2018, an estimated $469K.
  • Clinton Group first reported a position in UMB Financial in Q4 2014 and held it in 7 quarters.
  • Clinton Group's UMB Financial position peaked at $936K in Q3 2015.
  • 222 funds tracked by Wall St. Rank held UMB Financial as of Q2 2018.

Based on Clinton Group's 13F filing for Q2 2018, filed 6 Jul 2018.