Kaizen Advisory’s UMB Financial UMBF Stock Holding History

Kaizen Advisory’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
2018 Q3	–	Sell	-14,711	Closed	-$1.12M	–	615
2018 Q2	$1.12M	Buy	14,711 +11,047	+302%	+$849K	0.57%	56
2018 Q1	$265K	Buy	+3,664	New	+$274K	0.26%	74

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

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kaizen Advisory's UMBF Position: Q3 2018 in Review

Kaizen Advisory sold out of UMB Financial (UMBF) in Q3 2018, closing a stake of 14,711 shares — an estimated $1.12M sold.

Kaizen Advisory first reported a position in UMBF in Q1 2018 and held it in 2 quarters. The position peaked at $1.12M in Q2 2018. 211 funds tracked by Wall St. Rank hold UMBF as of Q3 2018.

Kaizen Advisory reported no remaining UMB Financial position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 14,711 UMB Financial shares in Q3 2018, an estimated $1.12M.
Kaizen Advisory first reported a position in UMB Financial in Q1 2018 and held it in 2 quarters.
Kaizen Advisory's UMB Financial position peaked at $1.12M in Q2 2018.
211 funds tracked by Wall St. Rank held UMB Financial as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.