Koch Industries’s UMB Financial UMBF Stock Holding History

Koch Industries’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 Q2	–	Sell	-4,795	Closed	-$347K	–	619
2018 Q1	$347K	Buy	+4,795	New	+$359K	0.04%	574

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

Koch Industries's UMBF Position: Q2 2018 in Review

Koch Industries sold out of UMB Financial (UMBF) in Q2 2018, closing a stake of 4,795 shares — an estimated $347K sold.

Koch Industries first reported a position in UMBF in Q1 2018 and held it in 1 quarter. The position peaked at $347K in Q1 2018. 222 funds tracked by Wall St. Rank hold UMBF as of Q2 2018.

Koch Industries reported no remaining UMB Financial position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 4,795 UMB Financial shares in Q2 2018, an estimated $347K.
Koch Industries first reported a position in UMB Financial in Q1 2018 and held it in 1 quarter.
Koch Industries's UMB Financial position peaked at $347K in Q1 2018.
222 funds tracked by Wall St. Rank held UMB Financial as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.