MFG
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Magnus Financial Group’s UMB Financial UMBF Stock Holding History

Magnus Financial Group’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
2020
Q1 		– Sell
-3,173
Closed -$218K – 685
2019
Q4 		$218K Hold
3,173
– – 0.03% 460
2019
Q3 		$205K Hold
3,173
– – 0.04% 440
2019
Q2 		$209K Hold
3,173
– – 0.04% 442
2019
Q1 		$203K Buy
+3,173
New +$210K 0.04% 433

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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

Magnus Financial Group's UMBF Position: Q1 2020 in Review

Magnus Financial Group sold out of UMB Financial (UMBF) in Q1 2020, closing a stake of 3,173 shares — an estimated $218K sold.

Magnus Financial Group first reported a position in UMBF in Q1 2019 and held it in 4 quarters. The position peaked at $218K in Q4 2019. 211 funds tracked by Wall St. Rank hold UMBF as of Q1 2020.

  • Magnus Financial Group reported no remaining UMB Financial position as of Q1 2020 after selling out during the quarter.
  • Magnus Financial Group sold 3,173 UMB Financial shares in Q1 2020, an estimated $218K.
  • Magnus Financial Group first reported a position in UMB Financial in Q1 2019 and held it in 4 quarters.
  • Magnus Financial Group's UMB Financial position peaked at $218K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held UMB Financial as of Q1 2020.

Based on Magnus Financial Group's 13F filing for Q1 2020, filed 11 May 2020.