Private Advisor Group’s UMB Financial UMBF Stock Holding History

Private Advisor 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 Q3	–	Sell	-75	Closed	-$4K	–	3320
2020 Q2	$4K	Buy	+75	New	+$3.68K	﹤0.01%	3366

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Private Advisor Group's UMBF Position: Q3 2020 in Review

Private Advisor Group sold out of UMB Financial (UMBF) in Q3 2020, closing a stake of 75 shares — an estimated $4K sold.

Private Advisor Group first reported a position in UMBF in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 216 funds tracked by Wall St. Rank hold UMBF as of Q3 2020.

Private Advisor Group reported no remaining UMB Financial position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 75 UMB Financial shares in Q3 2020, an estimated $4K.
Private Advisor Group first reported a position in UMB Financial in Q2 2020 and held it in 1 quarter.
Private Advisor Group's UMB Financial position peaked at $4K in Q2 2020.
216 funds tracked by Wall St. Rank held UMB Financial as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.