First Interstate Bank’s UMB Financial UMBF Stock Holding History

First Interstate Bank’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
2019 Q2	–	Sell	-236	Closed	-$15K	–	677
2019 Q1	$15K	Hold	236	–	–	﹤0.01%	518
2018 Q4	$14K	Hold	236	–	–	﹤0.01%	502
2018 Q3	$17K	Hold	236	–	–	﹤0.01%	511
2018 Q2	$18K	Hold	236	–	–	﹤0.01%	504
2018 Q1	$17K	Hold	236	–	–	﹤0.01%	517
2017 Q4	$17K	Hold	236	–	–	﹤0.01%	521
2017 Q3	$18K	Hold	236	–	–	﹤0.01%	483
2017 Q2	$18K	Hold	236	–	–	﹤0.01%	467
2017 Q1	$18K	Sell	236 -64	-21%	-$4.9K	﹤0.01%	460
2016 Q4	$23K	Hold	300	–	–	﹤0.01%	450
2016 Q3	$18K	Hold	300	–	–	﹤0.01%	487
2016 Q2	$16K	Hold	300	–	–	﹤0.01%	495
2016 Q1	$15K	Hold	300	–	–	﹤0.01%	513
2015 Q4	$14K	Hold	300	–	–	﹤0.01%	547
2015 Q3	$15K	Buy	+300	New	+$15.8K	﹤0.01%	553

Other funds holding UMBF

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Interstate Bank's UMBF Position: Q2 2019 in Review

First Interstate Bank sold out of UMB Financial (UMBF) in Q2 2019, closing a stake of 236 shares — an estimated $15K sold.

First Interstate Bank first reported a position in UMBF in Q3 2015 and held it in 15 quarters. The position peaked at $23K in Q4 2016. 243 funds tracked by Wall St. Rank hold UMBF as of Q2 2019.

First Interstate Bank reported no remaining UMB Financial position as of Q2 2019 after selling out during the quarter.
First Interstate Bank sold 236 UMB Financial shares in Q2 2019, an estimated $15K.
First Interstate Bank first reported a position in UMB Financial in Q3 2015 and held it in 15 quarters.
First Interstate Bank's UMB Financial position peaked at $23K in Q4 2016.
243 funds tracked by Wall St. Rank held UMB Financial as of Q2 2019.

Based on First Interstate Bank's 13F filing for Q2 2019, filed 5 Aug 2019.