QCM Cayman’s UMB Financial UMBF Stock Holding History

QCM Cayman’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
2017 Q2	–	Sell	-3,027	Closed	-$228K	–	399
2017 Q1	$228K	Buy	+3,027	New	+$232K	0.04%	305

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

QCM Cayman's UMBF Position: Q2 2017 in Review

QCM Cayman sold out of UMB Financial (UMBF) in Q2 2017, closing a stake of 3,027 shares — an estimated $228K sold.

QCM Cayman first reported a position in UMBF in Q1 2017 and held it in 1 quarter. The position peaked at $228K in Q1 2017. 209 funds tracked by Wall St. Rank hold UMBF as of Q2 2017.

QCM Cayman reported no remaining UMB Financial position as of Q2 2017 after selling out during the quarter.
QCM Cayman sold 3,027 UMB Financial shares in Q2 2017, an estimated $228K.
QCM Cayman first reported a position in UMB Financial in Q1 2017 and held it in 1 quarter.
QCM Cayman's UMB Financial position peaked at $228K in Q1 2017.
209 funds tracked by Wall St. Rank held UMB Financial as of Q2 2017.

Based on QCM Cayman's 13F filing for Q2 2017, filed 14 Aug 2017.