ZCA
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Zeke Capital Advisors’s UMB Financial UMBF Stock Holding History

Zeke Capital Advisors’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
-3,411
Closed -$260K – 747
2018
Q2 		$260K Buy
3,411
+257
+8% +$19.8K 0.02% 456
2018
Q1 		$228K Buy
3,154
+341
+12% +$25.5K 0.02% 532
2017
Q4 		$202K Buy
+2,813
New +$207K 0.02% 513

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

Zeke Capital Advisors's UMBF Position: Q3 2018 in Review

Zeke Capital Advisors sold out of UMB Financial (UMBF) in Q3 2018, closing a stake of 3,411 shares — an estimated $260K sold.

Zeke Capital Advisors first reported a position in UMBF in Q4 2017 and held it in 3 quarters. The position peaked at $260K in Q2 2018. 211 funds tracked by Wall St. Rank hold UMBF as of Q3 2018.

  • Zeke Capital Advisors reported no remaining UMB Financial position as of Q3 2018 after selling out during the quarter.
  • Zeke Capital Advisors sold 3,411 UMB Financial shares in Q3 2018, an estimated $260K.
  • Zeke Capital Advisors first reported a position in UMB Financial in Q4 2017 and held it in 3 quarters.
  • Zeke Capital Advisors's UMB Financial position peaked at $260K in Q2 2018.
  • 211 funds tracked by Wall St. Rank held UMB Financial as of Q3 2018.

Based on Zeke Capital Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.