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Itau Unibanco Holding S.A.’s UMB Financial UMBF Stock Holding History

Itau Unibanco Holding S.A.’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
-265
Closed -$62K – 642
2017
Q3 		$62K Buy
265
+235
+783% +$16.5K ﹤0.01% 562
2017
Q2 		$2K Buy
+30
New +$2.2K ﹤0.01% 643

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
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

Itau Unibanco Holding S.A.'s UMBF Position: Q4 2017 in Review

Itau Unibanco Holding S.A. sold out of UMB Financial (UMBF) in Q4 2017, closing a stake of 265 shares — an estimated $62K sold.

Itau Unibanco Holding S.A. first reported a position in UMBF in Q2 2017 and held it in 2 quarters. The position peaked at $62K in Q3 2017. 208 funds tracked by Wall St. Rank hold UMBF as of Q4 2017.

  • Itau Unibanco Holding S.A. reported no remaining UMB Financial position as of Q4 2017 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 265 UMB Financial shares in Q4 2017, an estimated $62K.
  • Itau Unibanco Holding S.A. first reported a position in UMB Financial in Q2 2017 and held it in 2 quarters.
  • Itau Unibanco Holding S.A.'s UMB Financial position peaked at $62K in Q3 2017.
  • 208 funds tracked by Wall St. Rank held UMB Financial as of Q4 2017.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2017, filed 9 Feb 2018.