Fuller & Thaler Asset Management
UMBF icon

Fuller & Thaler Asset Management’s UMB Financial UMBF Stock Holding History

Fuller & Thaler Asset 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
Q3 		– Sell
-1,200
Closed -$91K – 720
2018
Q2 		$91K Hold
1,200
– – ﹤0.01% 568
2018
Q1 		$87K Buy
1,200
+800
+200% +$59.9K ﹤0.01% 570
2017
Q4 		$29K Hold
400
– – ﹤0.01% 681
2017
Q3 		$30K Buy
+400
New +$28K ﹤0.01% 640

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Fuller & Thaler Asset Management's UMBF Position: Q3 2018 in Review

Fuller & Thaler Asset Management sold out of UMB Financial (UMBF) in Q3 2018, closing a stake of 1,200 shares — an estimated $91K sold.

Fuller & Thaler Asset Management first reported a position in UMBF in Q3 2017 and held it in 4 quarters. The position peaked at $91K in Q2 2018. 211 funds tracked by Wall St. Rank hold UMBF as of Q3 2018.

  • Fuller & Thaler Asset Management reported no remaining UMB Financial position as of Q3 2018 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 1,200 UMB Financial shares in Q3 2018, an estimated $91K.
  • Fuller & Thaler Asset Management first reported a position in UMB Financial in Q3 2017 and held it in 4 quarters.
  • Fuller & Thaler Asset Management's UMB Financial position peaked at $91K in Q2 2018.
  • 211 funds tracked by Wall St. Rank held UMB Financial as of Q3 2018.

Based on Fuller & Thaler Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.