ZIM
UMBF icon

Zacks Investment Management’s UMB Financial UMBF Stock Holding History

Zacks Investment Management’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
Q3 		– Sell
-18,298
Closed -$1.4M – 608
2018
Q2 		$1.4M Sell
18,298
-584
-3% -$44.9K 0.03% 353
2018
Q1 		$1.37M Buy
18,882
+3,388
+22% +$254K 0.03% 354
2017
Q4 		$1.11M Sell
15,494
-122
-0.8% -$8.96K 0.02% 382
2017
Q3 		$1.16M Buy
15,616
+841
+6% +$58.9K 0.03% 346
2017
Q2 		$1.11M Sell
14,775
-847
-5% -$62K 0.03% 346
2017
Q1 		$1.18M Buy
+15,622
New +$1.2M 0.03% 320
2013
Q4 		– Sell
-7,725
Closed -$420K – 747
2013
Q3 		$420K Sell
7,725
-385
-5% -$22.5K 0.02% 399
2013
Q2 		$452K Buy
+8,110
New +$413K 0.02% 331

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Zacks Investment Management's UMBF Position: Q3 2018 in Review

Zacks Investment Management sold out of UMB Financial (UMBF) in Q3 2018, closing a stake of 18,298 shares — an estimated $1.4M sold.

Zacks Investment Management first reported a position in UMBF in Q2 2013 and held it in 8 quarters. The position peaked at $1.4M in Q2 2018. 211 funds tracked by Wall St. Rank hold UMBF as of Q3 2018.

  • Zacks Investment Management reported no remaining UMB Financial position as of Q3 2018 after selling out during the quarter.
  • Zacks Investment Management sold 18,298 UMB Financial shares in Q3 2018, an estimated $1.4M.
  • Zacks Investment Management first reported a position in UMB Financial in Q2 2013 and held it in 8 quarters.
  • Zacks Investment Management's UMB Financial position peaked at $1.4M in Q2 2018.
  • 211 funds tracked by Wall St. Rank held UMB Financial as of Q3 2018.

Based on Zacks Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.