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Acrospire Investment Management’s UMB Financial UMBF Stock Holding History

Acrospire 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
2017
Q3 		– Sell
-11
Closed -$1K – 1352
2017
Q2 		$1K Sell
11
-700
-98% -$51.2K ﹤0.01% 2108
2017
Q1 		$54K Buy
+711
New +$54.4K 0.04% 873

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Acrospire Investment Management's UMBF Position: Q3 2017 in Review

Acrospire Investment Management sold out of UMB Financial (UMBF) in Q3 2017, closing a stake of 11 shares — an estimated $1K sold.

Acrospire Investment Management first reported a position in UMBF in Q1 2017 and held it in 2 quarters. The position peaked at $54K in Q1 2017. 195 funds tracked by Wall St. Rank hold UMBF as of Q3 2017.

  • Acrospire Investment Management reported no remaining UMB Financial position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 11 UMB Financial shares in Q3 2017, an estimated $1K.
  • Acrospire Investment Management first reported a position in UMB Financial in Q1 2017 and held it in 2 quarters.
  • Acrospire Investment Management's UMB Financial position peaked at $54K in Q1 2017.
  • 195 funds tracked by Wall St. Rank held UMB Financial as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.