Stevens Capital Management’s UMB Financial UMBF Stock Holding History

Stevens Capital 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
2018 Q2	–	Sell	-12,441	Closed	-$901K	–	992
2018 Q1	$901K	Buy	+12,441	New	+$932K	0.03%	419
2017 Q2	–	Sell	-20,904	Closed	-$1.57M	–	1095
2017 Q1	$1.57M	Buy	20,904 +12,002	+135%	+$918K	0.06%	344
2016 Q4	$687K	Buy	8,902 +1,417	+19%	+$98.5K	0.03%	506
2016 Q3	$445K	Sell	7,485 -6,357	-46%	-$364K	0.02%	596
2016 Q2	$737K	Buy	+13,842	New	+$752K	0.03%	479
2016 Q1	–	Sell	-11,746	Closed	-$547K	–	1125
2015 Q4	$547K	Sell	11,746 -2,537	-18%	-$128K	0.02%	546
2015 Q3	$726K	Buy	14,283 +6,804	+91%	+$359K	0.03%	429
2015 Q2	$426K	Buy	7,479 +683	+10%	+$36.7K	0.02%	656
2015 Q1	$359K	Sell	6,796 -6,991	-51%	-$363K	0.01%	685
2014 Q4	$784K	Sell	13,787 -20,770	-60%	-$1.17M	0.03%	480
2014 Q3	$1.89M	Buy	34,557 +24,669	+249%	+$1.42M	0.06%	341
2014 Q2	$627K	Buy	+9,888	New	+$590K	0.02%	599

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

Stevens Capital Management's UMBF Position: Q2 2018 in Review

Stevens Capital Management sold out of UMB Financial (UMBF) in Q2 2018, closing a stake of 12,441 shares — an estimated $901K sold.

Stevens Capital Management first reported a position in UMBF in Q2 2014 and held it in 12 quarters. The position peaked at $1.89M in Q3 2014. 222 funds tracked by Wall St. Rank hold UMBF as of Q2 2018.

Stevens Capital Management reported no remaining UMB Financial position as of Q2 2018 after selling out during the quarter.
Stevens Capital Management sold 12,441 UMB Financial shares in Q2 2018, an estimated $901K.
Stevens Capital Management first reported a position in UMB Financial in Q2 2014 and held it in 12 quarters.
Stevens Capital Management's UMB Financial position peaked at $1.89M in Q3 2014.
222 funds tracked by Wall St. Rank held UMB Financial as of Q2 2018.

Based on Stevens Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.