KF
UMBF icon

Krilogy Financial’s UMB Financial UMBF Stock Holding History

Krilogy Financial’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
Q4 		– Sell
-52
Closed -$4K – 640
2018
Q3 		$4K Buy
+52
New +$3.91K ﹤0.01% 655
2018
Q2 		– Sell
-52
Closed -$4K – 595
2018
Q1 		$4K Hold
52
– – ﹤0.01% 636
2017
Q4 		$4K Hold
52
– – ﹤0.01% 639
2017
Q3 		$4K Hold
52
– – ﹤0.01% 685
2017
Q2 		$4K Buy
52
+1
+2% +$73 ﹤0.01% 620
2017
Q1 		$4K Hold
51
– – ﹤0.01% 603
2016
Q4 		$4K Hold
51
– – ﹤0.01% 603
2016
Q3 		$3K Hold
51
– – ﹤0.01% 647
2016
Q2 		$3K Buy
+51
New +$2.77K ﹤0.01% 664

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Krilogy Financial's UMBF Position: Q4 2018 in Review

Krilogy Financial sold out of UMB Financial (UMBF) in Q4 2018, closing a stake of 52 shares — an estimated $4K sold.

Krilogy Financial first reported a position in UMBF in Q2 2016 and held it in 9 quarters. The position peaked at $4K in Q3 2018. 224 funds tracked by Wall St. Rank hold UMBF as of Q4 2018.

  • Krilogy Financial reported no remaining UMB Financial position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 52 UMB Financial shares in Q4 2018, an estimated $4K.
  • Krilogy Financial first reported a position in UMB Financial in Q2 2016 and held it in 9 quarters.
  • Krilogy Financial's UMB Financial position peaked at $4K in Q3 2018.
  • 224 funds tracked by Wall St. Rank held UMB Financial as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.