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Ladenburg Thalmann Financial Services’s UMB Financial UMBF Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$33K Sell
476
-9
-2% -$597 ﹤0.01% 3819
2019
Q3 		$31K Buy
485
+72
+17% +$4.65K ﹤0.01% 3760
2019
Q2 		$27K Sell
413
-16
-4% -$1.05K ﹤0.01% 3870
2019
Q1 		$27K Sell
429
-40
-9% -$2.64K ﹤0.01% 3821
2018
Q4 		$29K Sell
469
-520
-53% -$33.7K ﹤0.01% 3655
2018
Q3 		$69K Buy
989
+34
+4% +$2.55K ﹤0.01% 3113
2018
Q2 		$68K Hold
955
– – ﹤0.01% 3047
2018
Q1 		$68K Sell
955
-13
-1% -$974 ﹤0.01% 3047
2017
Q4 		$69K Buy
968
+113
+13% +$8.3K ﹤0.01% 3005
2017
Q3 		$63K Sell
855
-106
-11% -$7.42K ﹤0.01% 2940
2017
Q2 		$71K Sell
961
-135
-12% -$9.88K ﹤0.01% 2755
2017
Q1 		$83K Buy
1,096
+5
+0.5% +$383 ﹤0.01% 2528
2016
Q4 		$76K Buy
1,091
+183
+20% +$12.7K ﹤0.01% 2530
2016
Q3 		$55K Buy
908
+1
+0.1% +$57 ﹤0.01% 2713
2016
Q2 		$49K Buy
907
+530
+141% +$28.8K ﹤0.01% 2698
2016
Q1 		$20K Sell
377
-66
-15% -$3.17K ﹤0.01% 3249
2015
Q4 		$21K Sell
443
-5
-1% -$252 ﹤0.01% 3199
2015
Q3 		$23K Buy
448
+117
+35% +$6.17K ﹤0.01% 3023
2015
Q2 		$19K Sell
331
-7
-2% -$376 ﹤0.01% 3279
2015
Q1 		$18K Buy
338
+38
+13% +$1.97K ﹤0.01% 3262
2014
Q4 		$17K Buy
300
+28
+10% +$1.58K ﹤0.01% 3101
2014
Q3 		$15K Buy
272
+63
+30% +$3.64K ﹤0.01% 2861
2014
Q2 		$13K Buy
209
+141
+207% +$8.41K ﹤0.01% 2952
2014
Q1 		$4K Hold
68
– – ﹤0.01% 3355
2013
Q4 		$4K Buy
68
+30
+79% +$1.82K ﹤0.01% 3345
2013
Q3 		$2K Hold
38
– – ﹤0.01% 3477
2013
Q2 		$2K Buy
+38
New +$1.94K ﹤0.01% 3344

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ladenburg Thalmann Financial Services's UMBF Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its UMB Financial (UMBF) stake by 1.9% in Q4 2019, selling an estimated $597 and leaving 476 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #3819.

Ladenburg Thalmann Financial Services first reported a position in UMBF in Q2 2013 and has held it in 27 quarters since. The position peaked at $83K in Q1 2017. 235 funds tracked by Wall St. Rank hold UMBF as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 476 shares of UMB Financial worth $33K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 9 UMB Financial shares in Q4 2019, an estimated $597.
  • UMB Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3819 holding.
  • Ladenburg Thalmann Financial Services first reported a position in UMB Financial in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's UMB Financial position peaked at $83K in Q1 2017.
  • 235 funds tracked by Wall St. Rank held UMB Financial as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.