WAM
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Wealthspire Advisors (Maryland)’s UMB Financial UMBF Stock Holding History

Wealthspire Advisors (Maryland)’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
-13
Closed -$1K – 1949
2019
Q1 		$1K Buy
13
+7
+117% +$463 ﹤0.01% 2397
2018
Q4 		$0 Buy
6
+1
+20% +$65 ﹤0.01% 2570
2018
Q3 		$0 Hold
5
– – ﹤0.01% 2514
2018
Q2 		$0 Hold
5
– – ﹤0.01% 2582
2018
Q1 		$0 Sell
5
-87
-95% -$6.52K ﹤0.01% 2645
2017
Q4 		$7K Buy
92
+5
+6% +$367 ﹤0.01% 1740
2017
Q3 		$6K Hold
87
– – ﹤0.01% 1755
2017
Q2 		$7K Buy
+87
New +$6.37K ﹤0.01% 1670

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UMBF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of UMB Financial (UMBF) in Q2 2019, closing a stake of 13 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in UMBF in Q2 2017 and held it in 8 quarters. The position peaked at $7K in Q4 2017. 243 funds tracked by Wall St. Rank hold UMBF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining UMB Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 13 UMB Financial shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in UMB Financial in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s UMB Financial position peaked at $7K in Q4 2017.
  • 243 funds tracked by Wall St. Rank held UMB Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.