Whitney & Co’s UMB Financial UMBF Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-21	Closed	-$1K	–	441
2018 Q3	$1K	Buy	+21	New	+$1.58K	﹤0.01%	520

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitney & Co's UMBF Position: Q4 2018 in Review

Whitney & Co sold out of UMB Financial (UMBF) in Q4 2018, closing a stake of 21 shares — an estimated $1K sold.

Whitney & Co first reported a position in UMBF in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 224 funds tracked by Wall St. Rank hold UMBF as of Q4 2018.

Whitney & Co reported no remaining UMB Financial position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 21 UMB Financial shares in Q4 2018, an estimated $1K.
Whitney & Co first reported a position in UMB Financial in Q3 2018 and held it in 1 quarter.
Whitney & Co's UMB Financial position peaked at $1K in Q3 2018.
224 funds tracked by Wall St. Rank held UMB Financial as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.