Royal Fund Management’s UMB Financial UMBF Stock Holding History

Royal Fund Management’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 Q2	–	Sell	-784	Closed	-$36K	–	547
2020 Q1	$36K	Buy	+784	New	+$47.7K	0.01%	257

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

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

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

Royal Fund Management's UMBF Position: Q2 2020 in Review

Royal Fund Management sold out of UMB Financial (UMBF) in Q2 2020, closing a stake of 784 shares — an estimated $36K sold.

Royal Fund Management first reported a position in UMBF in Q1 2020 and held it in 1 quarter. The position peaked at $36K in Q1 2020. 222 funds tracked by Wall St. Rank hold UMBF as of Q2 2020.

Royal Fund Management reported no remaining UMB Financial position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 784 UMB Financial shares in Q2 2020, an estimated $36K.
Royal Fund Management first reported a position in UMB Financial in Q1 2020 and held it in 1 quarter.
Royal Fund Management's UMB Financial position peaked at $36K in Q1 2020.
222 funds tracked by Wall St. Rank held UMB Financial as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.