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Delpha Capital Management’s UMB Financial UMBF Stock Holding History

Delpha Capital 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
Q1 		– Sell
-860
Closed -$62K – 1163
2017
Q4 		$62K Buy
+860
New +$63.2K 0.07% 231

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Delpha Capital Management's UMBF Position: Q1 2018 in Review

Delpha Capital Management sold out of UMB Financial (UMBF) in Q1 2018, closing a stake of 860 shares — an estimated $62K sold.

Delpha Capital Management first reported a position in UMBF in Q4 2017 and held it in 1 quarter. The position peaked at $62K in Q4 2017. 230 funds tracked by Wall St. Rank hold UMBF as of Q1 2018.

  • Delpha Capital Management reported no remaining UMB Financial position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 860 UMB Financial shares in Q1 2018, an estimated $62K.
  • Delpha Capital Management first reported a position in UMB Financial in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's UMB Financial position peaked at $62K in Q4 2017.
  • 230 funds tracked by Wall St. Rank held UMB Financial as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.