Whittier Trust’s UMB Financial UMBF Stock Holding History

Whittier Trust’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
2017 Q4	–	Sell	-61	Closed	-$5K	–	1350
2017 Q3	$5K	Sell	61 -40	-40%	-$2.8K	﹤0.01%	1144
2017 Q2	$8K	Hold	101	–	–	﹤0.01%	1031
2017 Q1	$8K	Buy	+101	New	+$7.73K	﹤0.01%	1061

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

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Whittier Trust's UMBF Position: Q4 2017 in Review

Whittier Trust sold out of UMB Financial (UMBF) in Q4 2017, closing a stake of 61 shares — an estimated $5K sold.

Whittier Trust first reported a position in UMBF in Q1 2017 and held it in 3 quarters. The position peaked at $8K in Q2 2017. 208 funds tracked by Wall St. Rank hold UMBF as of Q4 2017.

Whittier Trust reported no remaining UMB Financial position as of Q4 2017 after selling out during the quarter.
Whittier Trust sold 61 UMB Financial shares in Q4 2017, an estimated $5K.
Whittier Trust first reported a position in UMB Financial in Q1 2017 and held it in 3 quarters.
Whittier Trust's UMB Financial position peaked at $8K in Q2 2017.
208 funds tracked by Wall St. Rank held UMB Financial as of Q4 2017.

Based on Whittier Trust's 13F filing for Q4 2017, filed 7 Feb 2018.