Gemmer Asset Management’s UMB Financial UMBF Stock Holding History

Gemmer 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
2020 Q2	–	Sell	-29	Closed	-$1K	–	1372
2020 Q1	$1K	Buy	29 +13	+81%	+$791	﹤0.01%	1215
2019 Q4	$1K	Hold	16	–	–	﹤0.01%	1315
2019 Q3	$1K	Hold	16	–	–	﹤0.01%	1350
2019 Q2	$1K	Hold	16	–	–	﹤0.01%	1339
2019 Q1	$1K	Hold	16	–	–	﹤0.01%	1368
2018 Q4	$1K	Buy	16 +3	+23%	+$194	﹤0.01%	1324
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	1366
2018 Q2	$1K	Buy	13 +2	+18%	+$154	﹤0.01%	1374
2018 Q1	$1K	Buy	+11	New	+$824	﹤0.01%	1391
2017 Q3	–	Sell	-14	Closed	-$1K	–	1287
2017 Q2	$1K	Buy	+14	New	+$1.02K	﹤0.01%	1224
2016 Q1	–	Sell	-109	Closed	-$5K	–	1299
2015 Q4	$5K	Hold	109	–	–	﹤0.01%	869
2015 Q3	$6K	Hold	109	–	–	﹤0.01%	764
2015 Q2	$6K	Sell	109 -50	-31%	-$2.69K	﹤0.01%	790
2015 Q1	$8K	Hold	159	–	–	﹤0.01%	727
2014 Q4	$9K	Hold	159	–	–	0.01%	643
2014 Q3	$9K	Hold	159	–	–	0.01%	617
2014 Q2	$10K	Hold	159	–	–	0.01%	606
2014 Q1	$10K	Buy	+159	New	+$9.93K	0.01%	591

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

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

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

Gemmer Asset Management's UMBF Position: Q2 2020 in Review

Gemmer Asset Management sold out of UMB Financial (UMBF) in Q2 2020, closing a stake of 29 shares — an estimated $1K sold.

Gemmer Asset Management first reported a position in UMBF in Q1 2014 and held it in 18 quarters. The position peaked at $10K in Q2 2014. 222 funds tracked by Wall St. Rank hold UMBF as of Q2 2020.

Gemmer Asset Management reported no remaining UMB Financial position as of Q2 2020 after selling out during the quarter.
Gemmer Asset Management sold 29 UMB Financial shares in Q2 2020, an estimated $1K.
Gemmer Asset Management first reported a position in UMB Financial in Q1 2014 and held it in 18 quarters.
Gemmer Asset Management's UMB Financial position peaked at $10K in Q2 2014.
222 funds tracked by Wall St. Rank held UMB Financial as of Q2 2020.

Based on Gemmer Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.