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BlackRock Group’s UMB Financial UMBF Stock Holding History

BlackRock Group’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 		$2.17M Sell
28,151
-33,815
-55% -$2.35M ﹤0.01% 1716
2016
Q3 		$3.68M Buy
61,966
+4,707
+8% +$270K ﹤0.01% 1260
2016
Q2 		$3.05M Buy
57,259
+5,757
+11% +$313K ﹤0.01% 1319
2016
Q1 		$2.66M Buy
51,502
+4,223
+9% +$203K ﹤0.01% 1370
2015
Q4 		$2.2M Buy
47,279
+1,655
+4% +$83.5K ﹤0.01% 1428
2015
Q3 		$2.32M Buy
45,624
+283
+0.6% +$14.9K ﹤0.01% 1414
2015
Q2 		$2.58M Buy
45,341
+9,618
+27% +$517K ﹤0.01% 1419
2015
Q1 		$1.89M Buy
35,723
+1,905
+6% +$98.8K ﹤0.01% 1507
2014
Q4 		$1.92M Buy
33,818
+877
+3% +$49.4K ﹤0.01% 1497
2014
Q3 		$1.8M Sell
32,941
-735
-2% -$42.4K ﹤0.01% 1465
2014
Q2 		$2.13M Sell
33,676
-13,967
-29% -$833K ﹤0.01% 1435
2014
Q1 		$3.08M Buy
47,643
+509
+1% +$31.8K ﹤0.01% 1315
2013
Q4 		$3.03M Buy
47,134
+6,435
+16% +$391K ﹤0.01% 1274
2013
Q3 		$2.21M Buy
40,699
+10,057
+33% +$587K ﹤0.01% 1427
2013
Q2 		$1.71M Buy
+30,642
New +$1.56M ﹤0.01% 1372

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 Group's UMBF Position: Q4 2016 in Review

BlackRock Group reduced its UMB Financial (UMBF) stake by 55% in Q4 2016, selling an estimated $2.35M and leaving 28,151 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

BlackRock Group first reported a position in UMBF in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.68M in Q3 2016. 222 funds tracked by Wall St. Rank hold UMBF as of Q4 2016.

  • BlackRock Group held 28,151 shares of UMB Financial worth $2.17M as of Q4 2016.
  • BlackRock Group sold 33,815 UMB Financial shares in Q4 2016, an estimated $2.35M.
  • UMB Financial made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #1716 holding.
  • BlackRock Group first reported a position in UMB Financial in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Group's UMB Financial position peaked at $3.68M in Q3 2016.
  • 222 funds tracked by Wall St. Rank held UMB Financial as of Q4 2016.

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