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JOYN Advisors’s UMB Financial UMBF Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-270
Closed -$16K – 1333
2018
Q4 		$16K Buy
270
+237
+718% +$15.4K ﹤0.01% 772
2018
Q3 		$2K Buy
33
+25
+313% +$1.88K ﹤0.01% 1498
2018
Q2 		$1K Buy
8
+5
+167% +$384 ﹤0.01% 1664
2018
Q1 		$0 Buy
+3
New +$225 ﹤0.01% 1414

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

JOYN Advisors's UMBF Position: Q1 2019 in Review

JOYN Advisors sold out of UMB Financial (UMBF) in Q1 2019, closing a stake of 270 shares — an estimated $16K sold.

JOYN Advisors first reported a position in UMBF in Q1 2018 and held it in 4 quarters. The position peaked at $16K in Q4 2018. 214 funds tracked by Wall St. Rank hold UMBF as of Q1 2019.

  • JOYN Advisors reported no remaining UMB Financial position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 270 UMB Financial shares in Q1 2019, an estimated $16K.
  • JOYN Advisors first reported a position in UMB Financial in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's UMB Financial position peaked at $16K in Q4 2018.
  • 214 funds tracked by Wall St. Rank held UMB Financial as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.