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Cypress Wealth Advisors’s UMB Financial UMBF Stock Holding History

Cypress Wealth Advisors’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
Q2 		– Sell
-3,005
Closed -$226K – 173
2017
Q1 		$226K Sell
3,005
-84
-3% -$6.43K 0.1% 184
2016
Q4 		$238K Buy
+3,089
New +$215K 0.11% 167

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cypress Wealth Advisors's UMBF Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of UMB Financial (UMBF) in Q2 2017, closing a stake of 3,005 shares — an estimated $226K sold.

Cypress Wealth Advisors first reported a position in UMBF in Q4 2016 and held it in 2 quarters. The position peaked at $238K in Q4 2016. 209 funds tracked by Wall St. Rank hold UMBF as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining UMB Financial position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 3,005 UMB Financial shares in Q2 2017, an estimated $226K.
  • Cypress Wealth Advisors first reported a position in UMB Financial in Q4 2016 and held it in 2 quarters.
  • Cypress Wealth Advisors's UMB Financial position peaked at $238K in Q4 2016.
  • 209 funds tracked by Wall St. Rank held UMB Financial as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.