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Full Sail Capital’s UMB Financial UMBF Stock Holding History

Full Sail Capital’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
Q3 		– Sell
-4,250
Closed -$227K – 154
2020
Q2 		$227K Sell
4,250
-250
-6% -$12.3K 0.03% 139
2020
Q1 		$213K Sell
4,500
-1,500
-25% -$91.3K 0.04% 145
2019
Q4 		$409K Hold
6,000
– – 0.09% 120
2019
Q3 		$396K Hold
6,000
– – 0.09% 119
2019
Q2 		$394K Hold
6,000
– – 0.11% 99
2019
Q1 		$384K Sell
6,000
-1,446
-19% -$95.6K 0.12% 99
2018
Q4 		$454K Buy
+7,446
New +$483K 0.22% 77

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Full Sail Capital's UMBF Position: Q3 2020 in Review

Full Sail Capital sold out of UMB Financial (UMBF) in Q3 2020, closing a stake of 4,250 shares — an estimated $227K sold.

Full Sail Capital first reported a position in UMBF in Q4 2018 and held it in 7 quarters. The position peaked at $454K in Q4 2018. 216 funds tracked by Wall St. Rank hold UMBF as of Q3 2020.

  • Full Sail Capital reported no remaining UMB Financial position as of Q3 2020 after selling out during the quarter.
  • Full Sail Capital sold 4,250 UMB Financial shares in Q3 2020, an estimated $227K.
  • Full Sail Capital first reported a position in UMB Financial in Q4 2018 and held it in 7 quarters.
  • Full Sail Capital's UMB Financial position peaked at $454K in Q4 2018.
  • 216 funds tracked by Wall St. Rank held UMB Financial as of Q3 2020.

Based on Full Sail Capital's 13F filing for Q3 2020, filed 13 Nov 2020.