IMA Advisory Services’s UMB Financial UMBF Stock Holding History

IMA Advisory 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 Q4	–	Sell	-12,728	Closed	-$948K	–	130
2017 Q3	$948K	Hold	12,728	–	–	0.44%	79
2017 Q2	$953K	Hold	12,728	–	–	0.46%	80
2017 Q1	$959K	Buy	+12,728	New	+$974K	0.48%	73
2015 Q3	–	Sell	-2,598	Closed	-$148K	–	170
2015 Q2	$148K	Buy	+2,598	New	+$140K	0.07%	157

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

IMA Advisory Services's UMBF Position: Q4 2017 in Review

IMA Advisory Services sold out of UMB Financial (UMBF) in Q4 2017, closing a stake of 12,728 shares — an estimated $948K sold.

IMA Advisory Services first reported a position in UMBF in Q2 2015 and held it in 4 quarters. The position peaked at $959K in Q1 2017. 208 funds tracked by Wall St. Rank hold UMBF as of Q4 2017.

IMA Advisory Services reported no remaining UMB Financial position as of Q4 2017 after selling out during the quarter.
IMA Advisory Services sold 12,728 UMB Financial shares in Q4 2017, an estimated $948K.
IMA Advisory Services first reported a position in UMB Financial in Q2 2015 and held it in 4 quarters.
IMA Advisory Services's UMB Financial position peaked at $959K in Q1 2017.
208 funds tracked by Wall St. Rank held UMB Financial as of Q4 2017.

Based on IMA Advisory Services's 13F filing for Q4 2017, filed 5 Feb 2018.