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Hanseatic Management Services’s UMB Financial UMBF Stock Holding History

Hanseatic Management Services’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
2017
Q3 		– Sell
-402
Closed -$30K – 459
2017
Q2 		$30K Buy
402
+29
+8% +$2.12K 0.02% 179
2017
Q1 		$28K Hold
373
– – 0.02% 183
2016
Q4 		$29K Sell
373
-7
-2% -$487 0.02% 178
2016
Q3 		$23K Buy
380
+115
+43% +$6.58K 0.01% 198
2016
Q2 		$14K Buy
+265
New +$14.4K 0.01% 225

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hanseatic Management Services's UMBF Position: Q3 2017 in Review

Hanseatic Management Services sold out of UMB Financial (UMBF) in Q3 2017, closing a stake of 402 shares — an estimated $30K sold.

Hanseatic Management Services first reported a position in UMBF in Q2 2016 and held it in 5 quarters. The position peaked at $30K in Q2 2017. 195 funds tracked by Wall St. Rank hold UMBF as of Q3 2017.

  • Hanseatic Management Services reported no remaining UMB Financial position as of Q3 2017 after selling out during the quarter.
  • Hanseatic Management Services sold 402 UMB Financial shares in Q3 2017, an estimated $30K.
  • Hanseatic Management Services first reported a position in UMB Financial in Q2 2016 and held it in 5 quarters.
  • Hanseatic Management Services's UMB Financial position peaked at $30K in Q2 2017.
  • 195 funds tracked by Wall St. Rank held UMB Financial as of Q3 2017.

Based on Hanseatic Management Services's 13F filing for Q3 2017, filed 7 Nov 2017.