UMB Bank’s First Western Financial MYFW Stock Holding History

UMB Bank’s Portfolio MYFW Stock Details MYFW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-14,615	Closed	-$207K	–	335
2020 Q1	$207K	Buy	+14,615	New	+$241K	0.01%	310

Other funds holding MYFW

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

DGHMC

Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UMB Bank's MYFW Position: Q2 2020 in Review

UMB Bank sold out of First Western Financial (MYFW) in Q2 2020, closing a stake of 14,615 shares — an estimated $207K sold.

UMB Bank first reported a position in MYFW in Q1 2020 and held it in 1 quarter. The position peaked at $207K in Q1 2020. 47 funds tracked by Wall St. Rank hold MYFW as of Q2 2020.

UMB Bank reported no remaining First Western Financial position as of Q2 2020 after selling out during the quarter.
UMB Bank sold 14,615 First Western Financial shares in Q2 2020, an estimated $207K.
UMB Bank first reported a position in First Western Financial in Q1 2020 and held it in 1 quarter.
UMB Bank's First Western Financial position peaked at $207K in Q1 2020.
47 funds tracked by Wall St. Rank held First Western Financial as of Q2 2020.

Based on UMB Bank's 13F filing for Q2 2020, filed 16 Jul 2020.