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Stratos Wealth Partners’s UMB Financial UMBF Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-834
Closed -$59K – 2408
2018
Q3 		$59K Buy
+834
New +$62.6K ﹤0.01% 1382
2018
Q2 		– Sell
-833
Closed -$60K – 2489
2018
Q1 		$60K Hold
833
– – ﹤0.01% 1474
2017
Q4 		$60K Buy
+833
New +$61.2K ﹤0.01% 1432

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stratos Wealth Partners's UMBF Position: Q4 2018 in Review

Stratos Wealth Partners sold out of UMB Financial (UMBF) in Q4 2018, closing a stake of 834 shares — an estimated $59K sold.

Stratos Wealth Partners first reported a position in UMBF in Q4 2017 and held it in 3 quarters. The position peaked at $60K in Q1 2018. 224 funds tracked by Wall St. Rank hold UMBF as of Q4 2018.

  • Stratos Wealth Partners reported no remaining UMB Financial position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 834 UMB Financial shares in Q4 2018, an estimated $59K.
  • Stratos Wealth Partners first reported a position in UMB Financial in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's UMB Financial position peaked at $60K in Q1 2018.
  • 224 funds tracked by Wall St. Rank held UMB Financial as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.