AIM
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Ada Investment Management’s UMB Financial UMBF Stock Holding History

Ada 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
2015
Q4 		$215K Buy
+4,609
New +$233K 0.14% 312

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Ada Investment Management's UMBF Position: Q4 2015 in Review

Ada Investment Management opened a new position in UMB Financial (UMBF) in Q4 2015: 4,609 shares worth $215K. The stake represents 0.14% of the portfolio and ranks #312 among its holdings.

170 funds tracked by Wall St. Rank hold UMBF as of Q4 2015.

  • Ada Investment Management held 4,609 shares of UMB Financial worth $215K as of Q4 2015.
  • UMB Financial was a new Ada Investment Management position in Q4 2015.
  • UMB Financial made up 0.14% of Ada Investment Management's portfolio in Q4 2015, its #312 holding.
  • 170 funds tracked by Wall St. Rank held UMB Financial as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.