Advisor Consultant Network’s UMB Financial UMBF Stock Holding History

Advisor Consultant Network’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
2016 Q3	$1.03M	Buy	+17,376	New	+$995K	0.15%	112

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advisor Consultant Network's UMBF Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in UMB Financial (UMBF) in Q3 2016: 17,376 shares worth $1.03M. The stake represents 0.15% of the portfolio and ranks #112 among its holdings.

177 funds tracked by Wall St. Rank hold UMBF as of Q3 2016.

Advisor Consultant Network held 17,376 shares of UMB Financial worth $1.03M as of Q3 2016.
UMB Financial was a new Advisor Consultant Network position in Q3 2016.
UMB Financial made up 0.15% of Advisor Consultant Network's portfolio in Q3 2016, its #112 holding.
177 funds tracked by Wall St. Rank held UMB Financial as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.