UMB Bank
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UMB Bank’s Franklin Limited Duration Income Trust FTF Stock Holding History

UMB Bank’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,366
Closed -$8.44K – 1711
2023
Q2 		$8.44K Hold
1,366
– – ﹤0.01% 1334
2023
Q1 		$8.44K Buy
+1,366
New +$8.69K ﹤0.01% 1324

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Brinker Capital Investments
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UMB Bank's FTF Position: Q3 2023 in Review

UMB Bank sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2023, closing a stake of 1,366 shares — an estimated $8.44K sold.

UMB Bank first reported a position in FTF in Q1 2023 and held it in 2 quarters. The position peaked at $8.44K in Q2 2023. 77 funds tracked by Wall St. Rank hold FTF as of Q3 2023.

  • UMB Bank reported no remaining Franklin Limited Duration Income Trust position as of Q3 2023 after selling out during the quarter.
  • UMB Bank sold 1,366 Franklin Limited Duration Income Trust shares in Q3 2023, an estimated $8.44K.
  • UMB Bank first reported a position in Franklin Limited Duration Income Trust in Q1 2023 and held it in 2 quarters.
  • UMB Bank's Franklin Limited Duration Income Trust position peaked at $8.44K in Q2 2023.
  • 77 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2023.

Based on UMB Bank's 13F filing for Q3 2023, filed 18 Oct 2023.