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Cornerstone Advisors (Washington)’s UMB Financial UMBF Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$2K Hold
42
– – ﹤0.01% 607
2020
Q2 		$2K Sell
42
-2
-5% -$98 ﹤0.01% 598
2020
Q1 		$2K Buy
44
+30
+214% +$1.82K ﹤0.01% 608
2019
Q4 		$1K Hold
14
– – ﹤0.01% 723
2019
Q3 		$1K Hold
14
– – ﹤0.01% 714
2019
Q2 		$1K Hold
14
– – ﹤0.01% 1408
2019
Q1 		$1K Hold
14
– – ﹤0.01% 1260
2018
Q4 		$1K Buy
+14
New +$908 ﹤0.01% 1108

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cornerstone Advisors (Washington)'s UMBF Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its UMB Financial (UMBF) position steady in Q3 2020 at 42 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Cornerstone Advisors (Washington) first reported a position in UMBF in Q4 2018 and has held it in 8 quarters since. 216 funds tracked by Wall St. Rank hold UMBF as of Q3 2020.

  • Cornerstone Advisors (Washington) held 42 shares of UMB Financial worth $2K as of Q3 2020.
  • Cornerstone Advisors (Washington) left its UMB Financial share count unchanged in Q3 2020.
  • UMB Financial made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #607 holding.
  • Cornerstone Advisors (Washington) first reported a position in UMB Financial in Q4 2018 and has held it in 8 quarters since.
  • 216 funds tracked by Wall St. Rank held UMB Financial as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.