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BlackRock Fund Advisors’s UMB Financial UMBF Stock Holding History

BlackRock Fund 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 		$210M Sell
2,722,000
-486,042
-15% -$33.8M 0.04% 611
2016
Q3 		$191M Buy
3,208,042
+317,833
+11% +$18.2M 0.04% 569
2016
Q2 		$154M Buy
2,890,209
+213,027
+8% +$11.6M 0.03% 655
2016
Q1 		$138M Buy
2,677,182
+11,991
+0.4% +$576K 0.03% 700
2015
Q4 		$124M Buy
2,665,191
+183,099
+7% +$9.24M 0.03% 797
2015
Q3 		$126M Buy
2,482,092
+82,998
+3% +$4.38M 0.03% 727
2015
Q2 		$137M Buy
2,399,094
+116,342
+5% +$6.25M 0.03% 751
2015
Q1 		$121M Buy
2,282,752
+74,059
+3% +$3.84M 0.03% 835
2014
Q4 		$126M Buy
2,208,693
+249,617
+13% +$14.1M 0.03% 749
2014
Q3 		$107M Sell
1,959,076
-53,846
-3% -$3.11M 0.03% 787
2014
Q2 		$128M Sell
2,012,922
-76,831
-4% -$4.58M 0.04% 694
2014
Q1 		$135M Sell
2,089,753
-4,254
-0.2% -$266K 0.04% 616
2013
Q4 		$135M Buy
2,094,007
+62,864
+3% +$3.82M 0.04% 613
2013
Q3 		$110M Buy
2,031,143
+382,224
+23% +$22.3M 0.04% 674
2013
Q2 		$91.8M Buy
+1,648,919
New +$84M 0.03% 717

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock Fund Advisors's UMBF Position: Q4 2016 in Review

BlackRock Fund Advisors reduced its UMB Financial (UMBF) stake by 15% in Q4 2016, selling an estimated $33.8M and leaving 2,722,000 shares worth $210M. The position accounts for 0.04% of the portfolio, ranked #611.

BlackRock Fund Advisors first reported a position in UMBF in Q2 2013 and has held it in 15 quarters since. 222 funds tracked by Wall St. Rank hold UMBF as of Q4 2016.

  • BlackRock Fund Advisors held 2,722,000 shares of UMB Financial worth $210M as of Q4 2016.
  • BlackRock Fund Advisors sold 486,042 UMB Financial shares in Q4 2016, an estimated $33.8M.
  • UMB Financial made up 0.04% of BlackRock Fund Advisors's portfolio in Q4 2016, its #611 holding.
  • BlackRock Fund Advisors first reported a position in UMB Financial in Q2 2013 and has held it in 15 quarters since.
  • 222 funds tracked by Wall St. Rank held UMB Financial as of Q4 2016.

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