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First Mercantile Trust’s UMB Financial UMBF Stock Holding History

First Mercantile Trust’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
Q2 		– Sell
-174
Closed -$8K – 960
2020
Q1 		$8K Buy
174
+16
+10% +$973 ﹤0.01% 831
2019
Q4 		$11K Buy
158
+11
+7% +$730 ﹤0.01% 857
2019
Q3 		$9K Buy
147
+7
+5% +$452 ﹤0.01% 898
2019
Q2 		$9K Sell
140
-20
-13% -$1.32K ﹤0.01% 844
2019
Q1 		$10K Sell
160
-30
-16% -$1.98K ﹤0.01% 851
2018
Q4 		$12K Buy
190
+50
+36% +$3.24K ﹤0.01% 882
2018
Q3 		$10K Hold
140
– – ﹤0.01% 892
2018
Q2 		$11K Buy
+140
New +$10.8K ﹤0.01% 910

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Mercantile Trust's UMBF Position: Q2 2020 in Review

First Mercantile Trust sold out of UMB Financial (UMBF) in Q2 2020, closing a stake of 174 shares — an estimated $8K sold.

First Mercantile Trust first reported a position in UMBF in Q2 2018 and held it in 8 quarters. The position peaked at $12K in Q4 2018. 222 funds tracked by Wall St. Rank hold UMBF as of Q2 2020.

  • First Mercantile Trust reported no remaining UMB Financial position as of Q2 2020 after selling out during the quarter.
  • First Mercantile Trust sold 174 UMB Financial shares in Q2 2020, an estimated $8K.
  • First Mercantile Trust first reported a position in UMB Financial in Q2 2018 and held it in 8 quarters.
  • First Mercantile Trust's UMB Financial position peaked at $12K in Q4 2018.
  • 222 funds tracked by Wall St. Rank held UMB Financial as of Q2 2020.

Based on First Mercantile Trust's 13F filing for Q2 2020, filed 10 Aug 2020.