Summit Trail Advisors’s UMB Financial UMBF Stock Holding History

Summit Trail Advisors’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 Q1	–	Sell	-77	Closed	-$6K	–	1592
2017 Q4	$6K	Buy	+77	New	+$5.66K	﹤0.01%	1376

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Summit Trail Advisors's UMBF Position: Q1 2018 in Review

Summit Trail Advisors sold out of UMB Financial (UMBF) in Q1 2018, closing a stake of 77 shares — an estimated $6K sold.

Summit Trail Advisors first reported a position in UMBF in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 230 funds tracked by Wall St. Rank hold UMBF as of Q1 2018.

Summit Trail Advisors reported no remaining UMB Financial position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 77 UMB Financial shares in Q1 2018, an estimated $6K.
Summit Trail Advisors first reported a position in UMB Financial in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's UMB Financial position peaked at $6K in Q4 2017.
230 funds tracked by Wall St. Rank held UMB Financial as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.