Rehmann Capital Advisory Group’s UMB Financial UMBF Stock Holding History

Rehmann Capital Advisory 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
2019 Q3	$884	Sell	13 -17	-57%	-$1.1K	﹤0.01%	1577
2019 Q2	$2.01K	Hold	30	–	–	﹤0.01%	1779
2019 Q1	$1.95K	Hold	30	–	–	﹤0.01%	1776
2018 Q4	$1.84K	Sell	30 -49	-62%	-$3.18K	﹤0.01%	1482
2018 Q3	$5.61K	Sell	79 -6	-7%	-$451	﹤0.01%	1533
2018 Q2	$6.48K	Buy	85 +46	+118%	+$3.54K	﹤0.01%	1479
2018 Q1	$3K	Buy	+39	New	+$2.92K	﹤0.01%	1663
2013 Q3	–	Sell	-3,848	Closed	-$214K	–	296
2013 Q2	$214K	Buy	+3,848	New	+$196K	0.07%	230

Other funds holding UMBF

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

Rehmann Capital Advisory Group's UMBF Position: Q3 2019 in Review

Rehmann Capital Advisory Group reduced its UMB Financial (UMBF) stake by 57% in Q3 2019, selling an estimated $1.1K and leaving 13 shares worth $884. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Rehmann Capital Advisory Group first reported a position in UMBF in Q2 2013 and has held it in 8 quarters since. The position peaked at $214K in Q2 2013. 234 funds tracked by Wall St. Rank hold UMBF as of Q3 2019.

Rehmann Capital Advisory Group held 13 shares of UMB Financial worth $884 as of Q3 2019.
Rehmann Capital Advisory Group sold 17 UMB Financial shares in Q3 2019, an estimated $1.1K.
UMB Financial made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #1577 holding.
Rehmann Capital Advisory Group first reported a position in UMB Financial in Q2 2013 and has held it in 8 quarters since.
Rehmann Capital Advisory Group's UMB Financial position peaked at $214K in Q2 2013.
234 funds tracked by Wall St. Rank held UMB Financial as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.