Tiedemann Advisors’s UMB Financial UMBF Stock Holding History

Tiedemann 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
2019 Q2	–	Sell	-3,107	Closed	-$200K	–	421
2019 Q1	$200K	Buy	+3,107	New	+$205K	0.01%	433

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

Tiedemann Advisors's UMBF Position: Q2 2019 in Review

Tiedemann Advisors sold out of UMB Financial (UMBF) in Q2 2019, closing a stake of 3,107 shares — an estimated $200K sold.

Tiedemann Advisors first reported a position in UMBF in Q1 2019 and held it in 1 quarter. The position peaked at $200K in Q1 2019. 243 funds tracked by Wall St. Rank hold UMBF as of Q2 2019.

Tiedemann Advisors reported no remaining UMB Financial position as of Q2 2019 after selling out during the quarter.
Tiedemann Advisors sold 3,107 UMB Financial shares in Q2 2019, an estimated $200K.
Tiedemann Advisors first reported a position in UMB Financial in Q1 2019 and held it in 1 quarter.
Tiedemann Advisors's UMB Financial position peaked at $200K in Q1 2019.
243 funds tracked by Wall St. Rank held UMB Financial as of Q2 2019.

Based on Tiedemann Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.