IFAM
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Institutional & Family Asset Management’s UMB Financial UMBF Stock Holding History

Institutional & Family 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
2019
Q2 		– Sell
-23
Closed -$1K – 881
2019
Q1 		$1K Hold
23
– – ﹤0.01% 814
2018
Q4 		$1K Hold
23
– – ﹤0.01% 794
2018
Q3 		$2K Hold
23
– – ﹤0.01% 760
2018
Q2 		$2K Hold
23
– – ﹤0.01% 747
2018
Q1 		$2K Buy
+23
New +$1.72K ﹤0.01% 735

Other funds holding UMBF

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institutional & Family Asset Management's UMBF Position: Q2 2019 in Review

Institutional & Family Asset Management sold out of UMB Financial (UMBF) in Q2 2019, closing a stake of 23 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in UMBF in Q1 2018 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 243 funds tracked by Wall St. Rank hold UMBF as of Q2 2019.

  • Institutional & Family Asset Management reported no remaining UMB Financial position as of Q2 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 23 UMB Financial shares in Q2 2019, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in UMB Financial in Q1 2018 and held it in 5 quarters.
  • Institutional & Family Asset Management's UMB Financial position peaked at $2K in Q3 2018.
  • 243 funds tracked by Wall St. Rank held UMB Financial as of Q2 2019.

Based on Institutional & Family Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.