OppenheimerFunds’s UMB Financial UMBF Stock Holding History

OppenheimerFunds’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 Q1	$286K	Buy	4,465 +259	+6%	+$17.1K	﹤0.01%	1571
2018 Q4	$256K	Sell	4,206 -235	-5%	-$15.2K	﹤0.01%	1645
2018 Q3	$315K	Buy	4,441 +183	+4%	+$13.7K	﹤0.01%	1637
2018 Q2	$325K	Buy	4,258 +195	+5%	+$15K	﹤0.01%	1588
2018 Q1	$294K	Sell	4,063 -1,138	-22%	-$85.3K	﹤0.01%	1595
2017 Q4	$374K	Buy	5,201 +279	+6%	+$20.5K	﹤0.01%	1611
2017 Q3	$367K	Buy	4,922 +371	+8%	+$26K	﹤0.01%	1647
2017 Q2	$341K	Buy	4,551 +432	+10%	+$31.6K	﹤0.01%	1667
2017 Q1	$310K	Buy	+4,119	New	+$315K	﹤0.01%	1699
2016 Q4	–	Sell	-7,466	Closed	-$444K	–	1817
2016 Q3	$444K	Buy	7,466 +98	+1%	+$5.61K	﹤0.01%	1319
2016 Q2	$392K	Buy	7,368 +172	+2%	+$9.35K	﹤0.01%	1348
2016 Q1	$372K	Sell	7,196 -1,849	-20%	-$88.8K	﹤0.01%	1356
2015 Q4	$421K	Buy	+9,045	New	+$457K	﹤0.01%	1360

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OppenheimerFunds's UMBF Position: Q1 2019 in Review

OppenheimerFunds increased its UMB Financial (UMBF) stake by 6.2% in Q1 2019, buying an estimated $17.1K and bringing the position to 4,465 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

OppenheimerFunds first reported a position in UMBF in Q4 2015 and has held it in 13 quarters since. The position peaked at $444K in Q3 2016. 214 funds tracked by Wall St. Rank hold UMBF as of Q1 2019.

OppenheimerFunds held 4,465 shares of UMB Financial worth $286K as of Q1 2019.
OppenheimerFunds bought 259 UMB Financial shares in Q1 2019, an estimated $17.1K.
UMB Financial made up ﹤0.01% of OppenheimerFunds's portfolio in Q1 2019, its #1571 holding.
OppenheimerFunds first reported a position in UMB Financial in Q4 2015 and has held it in 13 quarters since.
OppenheimerFunds's UMB Financial position peaked at $444K in Q3 2016.
214 funds tracked by Wall St. Rank held UMB Financial as of Q1 2019.

Based on OppenheimerFunds's 13F filing for Q1 2019, filed 13 May 2019.