ETrade Capital Management’s UMB Financial UMBF Stock Holding History

ETrade 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
2020 Q1	–	Sell	-3,725	Closed	-$256K	–	864
2019 Q4	$256K	Sell	3,725 -194	-5%	-$12.9K	0.01%	713
2019 Q3	$253K	Buy	+3,919	New	+$253K	0.01%	720
2018 Q4	–	Sell	-3,810	Closed	-$270K	–	826
2018 Q3	$270K	Buy	+3,810	New	+$286K	0.01%	718
2014 Q2	–	Sell	-443	Closed	-$29K	–	682
2014 Q1	$29K	Buy	443 +73	+20%	+$4.56K	﹤0.01%	617
2013 Q4	$24K	Sell	370 -9	-2%	-$547	﹤0.01%	579
2013 Q3	$21K	Buy	379 +154	+68%	+$8.98K	﹤0.01%	544
2013 Q2	$13K	Buy	+225	New	+$11.5K	﹤0.01%	590

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ETrade Capital Management's UMBF Position: Q1 2020 in Review

ETrade Capital Management sold out of UMB Financial (UMBF) in Q1 2020, closing a stake of 3,725 shares — an estimated $256K sold.

ETrade Capital Management first reported a position in UMBF in Q2 2013 and held it in 7 quarters. The position peaked at $270K in Q3 2018. 211 funds tracked by Wall St. Rank hold UMBF as of Q1 2020.

ETrade Capital Management reported no remaining UMB Financial position as of Q1 2020 after selling out during the quarter.
ETrade Capital Management sold 3,725 UMB Financial shares in Q1 2020, an estimated $256K.
ETrade Capital Management first reported a position in UMB Financial in Q2 2013 and held it in 7 quarters.
ETrade Capital Management's UMB Financial position peaked at $270K in Q3 2018.
211 funds tracked by Wall St. Rank held UMB Financial as of Q1 2020.

Based on ETrade Capital Management's 13F filing for Q1 2020, filed 8 May 2020.