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Cutler Group’s UMB Financial UMBF Stock Holding History

Cutler 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
2017
Q4 		– Sell
-151
Closed -$11K – 5968
2017
Q3 		$11K Sell
151
-1,100
-88% -$77K ﹤0.01% 3744
2017
Q2 		$93K Sell
1,251
-645
-34% -$47.2K ﹤0.01% 1923
2017
Q1 		$142K Buy
+1,896
New +$145K 0.01% 1449
2016
Q2 		– Sell
-74
Closed -$3K – 7330
2016
Q1 		$3K Buy
+74
New +$3.56K ﹤0.01% 5355

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Cutler Group's UMBF Position: Q4 2017 in Review

Cutler Group sold out of UMB Financial (UMBF) in Q4 2017, closing a stake of 151 shares — an estimated $11K sold.

Cutler Group first reported a position in UMBF in Q1 2016 and held it in 4 quarters. The position peaked at $142K in Q1 2017. 208 funds tracked by Wall St. Rank hold UMBF as of Q4 2017.

  • Cutler Group reported no remaining UMB Financial position as of Q4 2017 after selling out during the quarter.
  • Cutler Group sold 151 UMB Financial shares in Q4 2017, an estimated $11K.
  • Cutler Group first reported a position in UMB Financial in Q1 2016 and held it in 4 quarters.
  • Cutler Group's UMB Financial position peaked at $142K in Q1 2017.
  • 208 funds tracked by Wall St. Rank held UMB Financial as of Q4 2017.

Based on Cutler Group's 13F filing for Q4 2017, filed 17 Jan 2018.