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UMBF icon

Baird’s UMB Financial UMBF Stock Holding History

Baird’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
2014
Q3 		– Sell
-4,547
Closed -$288K – 1187
2014
Q2 		$288K Sell
4,547
-5,330
-54% -$318K ﹤0.01% 993
2014
Q1 		$639K Buy
9,877
+241
+3% +$15.1K 0.01% 776
2013
Q4 		$619K Sell
9,636
-8
-0.1% -$486 0.01% 752
2013
Q3 		$524K Sell
9,644
-181
-2% -$10.6K 0.01% 778
2013
Q2 		$547K Buy
+9,825
New +$501K 0.01% 729

Other funds holding UMBF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird's UMBF Position: Q3 2014 in Review

Baird sold out of UMB Financial (UMBF) in Q3 2014, closing a stake of 4,547 shares — an estimated $288K sold.

Baird first reported a position in UMBF in Q2 2013 and held it in 5 quarters. The position peaked at $639K in Q1 2014. 167 funds tracked by Wall St. Rank hold UMBF as of Q3 2014.

  • Baird reported no remaining UMB Financial position as of Q3 2014 after selling out during the quarter.
  • Baird sold 4,547 UMB Financial shares in Q3 2014, an estimated $288K.
  • Baird first reported a position in UMB Financial in Q2 2013 and held it in 5 quarters.
  • Baird's UMB Financial position peaked at $639K in Q1 2014.
  • 167 funds tracked by Wall St. Rank held UMB Financial as of Q3 2014.

Based on Baird's 13F filing for Q3 2014, filed 12 Nov 2014.