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Piedmont Investment Advisors’s UMB Financial UMBF Stock Holding History

Piedmont Investment Advisors’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
-3,997
Closed -$274K – 890
2019
Q4 		$274K Sell
3,997
-599
-13% -$39.7K 0.01% 791
2019
Q3 		$297K Sell
4,596
-1,044
-19% -$67.5K 0.01% 743
2019
Q2 		$371K Buy
+5,640
New +$372K 0.01% 678
2018
Q3 		– Sell
-787
Closed -$60K – 2211
2018
Q2 		$60K Buy
+787
New +$60.5K ﹤0.01% 1233
2017
Q3 		– Sell
-28,614
Closed -$2.14M – 804
2017
Q2 		$2.14M Buy
28,614
+8,664
+43% +$634K 0.05% 259
2017
Q1 		$1.5M Buy
+19,950
New +$1.53M 0.03% 275

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

Piedmont Investment Advisors's UMBF Position: Q1 2020 in Review

Piedmont Investment Advisors sold out of UMB Financial (UMBF) in Q1 2020, closing a stake of 3,997 shares — an estimated $274K sold.

Piedmont Investment Advisors first reported a position in UMBF in Q1 2017 and held it in 6 quarters. The position peaked at $2.14M in Q2 2017. 211 funds tracked by Wall St. Rank hold UMBF as of Q1 2020.

  • Piedmont Investment Advisors reported no remaining UMB Financial position as of Q1 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 3,997 UMB Financial shares in Q1 2020, an estimated $274K.
  • Piedmont Investment Advisors first reported a position in UMB Financial in Q1 2017 and held it in 6 quarters.
  • Piedmont Investment Advisors's UMB Financial position peaked at $2.14M in Q2 2017.
  • 211 funds tracked by Wall St. Rank held UMB Financial as of Q1 2020.

Based on Piedmont Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.