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BlackRock Advisors’s UMB Financial UMBF Stock Holding History

BlackRock Advisors’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
Q4 		$9.76M Sell
126,505
-127,275
-50% -$8.85M 0.01% 884
2016
Q3 		$15.1M Sell
253,780
-14,288
-5% -$818K 0.02% 662
2016
Q2 		$14.3M Buy
268,068
+62,137
+30% +$3.38M 0.01% 657
2016
Q1 		$10.6M Buy
205,931
+188,973
+1,114% +$9.08M 0.01% 781
2015
Q4 		$789K Sell
16,958
-7,926
-32% -$400K ﹤0.01% 1843
2015
Q3 		$1.26M Sell
24,884
-412
-2% -$21.7K ﹤0.01% 1551
2015
Q2 		$1.44M Buy
25,296
+2,336
+10% +$126K ﹤0.01% 1423
2015
Q1 		$1.21M Buy
22,960
+3,134
+16% +$163K ﹤0.01% 1446
2014
Q4 		$1.13M Sell
19,826
-975
-5% -$54.9K ﹤0.01% 1426
2014
Q3 		$1.14M Sell
20,801
-556
-3% -$32.1K ﹤0.01% 1369
2014
Q2 		$1.35M Sell
21,357
-2,415
-10% -$144K ﹤0.01% 1320
2014
Q1 		$1.54M Buy
23,772
+863
+4% +$53.9K ﹤0.01% 1288
2013
Q4 		$1.47M Buy
22,909
+1,780
+8% +$108K ﹤0.01% 1298
2013
Q3 		$1.15M Buy
21,129
+2,034
+11% +$119K ﹤0.01% 1363
2013
Q2 		$1.06M Buy
+19,095
New +$973K ﹤0.01% 1359

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock Advisors's UMBF Position: Q4 2016 in Review

BlackRock Advisors reduced its UMB Financial (UMBF) stake by 50% in Q4 2016, selling an estimated $8.85M and leaving 126,505 shares worth $9.76M. The position accounts for 0.01% of the portfolio, ranked #884.

BlackRock Advisors first reported a position in UMBF in Q2 2013 and has held it in 15 quarters since. The position peaked at $15.1M in Q3 2016. 222 funds tracked by Wall St. Rank hold UMBF as of Q4 2016.

  • BlackRock Advisors held 126,505 shares of UMB Financial worth $9.76M as of Q4 2016.
  • BlackRock Advisors sold 127,275 UMB Financial shares in Q4 2016, an estimated $8.85M.
  • UMB Financial made up 0.01% of BlackRock Advisors's portfolio in Q4 2016, its #884 holding.
  • BlackRock Advisors first reported a position in UMB Financial in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Advisors's UMB Financial position peaked at $15.1M in Q3 2016.
  • 222 funds tracked by Wall St. Rank held UMB Financial as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.