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Cornerstone Wealth Management’s UMB Financial UMBF Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-15,903
Closed -$214K – 1105
2018
Q3 		$214K Sell
15,903
-71,966
-82% -$5.41M ﹤0.01% 1170
2018
Q2 		$1.14M Buy
+87,869
New +$6.75M 0.01% 723

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Wealth Management's UMBF Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of UMB Financial (UMBF) in Q4 2018, closing a stake of 15,903 shares — an estimated $214K sold.

Cornerstone Wealth Management first reported a position in UMBF in Q2 2018 and held it in 2 quarters. The position peaked at $1.14M in Q2 2018. 224 funds tracked by Wall St. Rank hold UMBF as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining UMB Financial position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 15,903 UMB Financial shares in Q4 2018, an estimated $214K.
  • Cornerstone Wealth Management first reported a position in UMB Financial in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's UMB Financial position peaked at $1.14M in Q2 2018.
  • 224 funds tracked by Wall St. Rank held UMB Financial as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.