Well Done LLC’s UMB Financial UMBF Stock Holding History

Well Done LLC’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 Q1	–	Sell	-199	Closed	-$12K	–	614
2018 Q4	$12K	Buy	+199	New	+$12.9K	﹤0.01%	445
2018 Q2	–	Sell	-116	Closed	-$8K	–	489
2018 Q1	$8K	Buy	+116	New	+$8.69K	﹤0.01%	488

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Well Done LLC's UMBF Position: Q1 2019 in Review

Well Done LLC sold out of UMB Financial (UMBF) in Q1 2019, closing a stake of 199 shares — an estimated $12K sold.

Well Done LLC first reported a position in UMBF in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q4 2018. 214 funds tracked by Wall St. Rank hold UMBF as of Q1 2019.

Well Done LLC reported no remaining UMB Financial position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 199 UMB Financial shares in Q1 2019, an estimated $12K.
Well Done LLC first reported a position in UMB Financial in Q1 2018 and held it in 2 quarters.
Well Done LLC's UMB Financial position peaked at $12K in Q4 2018.
214 funds tracked by Wall St. Rank held UMB Financial as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.