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 Q1	–	Sell	-12,300	Closed	-$99K	–	7251
2016 Q4	$99K	Buy	+12,300	New	+$855K	﹤0.01%	1915

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

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

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

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

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.