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AHL Partners’s UMB Financial UMBF Stock Holding History

AHL Partners’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
Q4 		$334K Buy
+4,646
New +$341K 0.01% 1150
2017
Q2 		– Sell
-9,898
Closed -$745K – 1236
2017
Q1 		$745K Buy
9,898
+2,971
+43% +$227K 0.02% 869
2016
Q4 		$534K Sell
6,927
-63,966
-90% -$4.45M 0.02% 811
2016
Q3 		$4.21M Buy
+70,893
New +$4.06M 0.16% 206
2016
Q1 		– Sell
-6,759
Closed -$315K – 828
2015
Q4 		$315K Buy
+6,759
New +$341K 0.02% 601
2015
Q3 		– Sell
-93,028
Closed -$5.3M – 815
2015
Q2 		$5.3M Buy
+93,028
New +$5M 0.21% 151
2014
Q4 		– Sell
-16,449
Closed -$897K – 815
2014
Q3 		$897K Buy
+16,449
New +$949K 0.07% 370

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

AHL Partners's UMBF Position: Q4 2017 in Review

AHL Partners opened a new position in UMB Financial (UMBF) in Q4 2017: 4,646 shares worth $334K. The stake represents 0.01% of the portfolio and ranks #1150 among its holdings. This is a return to the name: AHL Partners previously reported a position in UMBF as recently as Q1 2017.

AHL Partners first reported a position in UMBF in Q3 2014 and has held it in 7 quarters since. The position peaked at $5.3M in Q2 2015. 208 funds tracked by Wall St. Rank hold UMBF as of Q4 2017.

  • AHL Partners held 4,646 shares of UMB Financial worth $334K as of Q4 2017.
  • UMB Financial was a new AHL Partners position in Q4 2017.
  • UMB Financial made up 0.01% of AHL Partners's portfolio in Q4 2017, its #1150 holding.
  • AHL Partners first reported a position in UMB Financial in Q3 2014 and has held it in 7 quarters since.
  • AHL Partners's UMB Financial position peaked at $5.3M in Q2 2015.
  • 208 funds tracked by Wall St. Rank held UMB Financial as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.