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NumerixS Investment Technologies’s UMB Financial UMBF Stock Holding History

NumerixS Investment Technologies’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
-800
Closed -$58K – 1367
2018
Q1 		$58K Buy
+800
New +$59.9K 0.01% 779
2017
Q1 		– Sell
-341
Closed -$26K – 1387
2016
Q4 		$26K Buy
+341
New +$23.7K ﹤0.01% 1022
2016
Q3 		– Sell
-300
Closed -$16K – 1320
2016
Q2 		$16K Buy
+300
New +$16.3K ﹤0.01% 1056
2016
Q1 		– Sell
-5,500
Closed -$256K – 985
2015
Q4 		$256K Buy
+5,500
New +$278K 0.03% 634

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NumerixS Investment Technologies's UMBF Position: Q2 2018 in Review

NumerixS Investment Technologies sold out of UMB Financial (UMBF) in Q2 2018, closing a stake of 800 shares — an estimated $58K sold.

NumerixS Investment Technologies first reported a position in UMBF in Q4 2015 and held it in 4 quarters. The position peaked at $256K in Q4 2015. 222 funds tracked by Wall St. Rank hold UMBF as of Q2 2018.

  • NumerixS Investment Technologies reported no remaining UMB Financial position as of Q2 2018 after selling out during the quarter.
  • NumerixS Investment Technologies sold 800 UMB Financial shares in Q2 2018, an estimated $58K.
  • NumerixS Investment Technologies first reported a position in UMB Financial in Q4 2015 and held it in 4 quarters.
  • NumerixS Investment Technologies's UMB Financial position peaked at $256K in Q4 2015.
  • 222 funds tracked by Wall St. Rank held UMB Financial as of Q2 2018.

Based on NumerixS Investment Technologies's 13F filing for Q2 2018, filed 10 Aug 2018.