BIM
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BlackRock Investment Management’s UMB Financial UMBF Stock Holding History

BlackRock Investment Management’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 		$23.9M Buy
309,444
+105,302
+52% +$7.32M 0.03% 572
2016
Q3 		$12.1M Buy
204,142
+1,034
+0.5% +$59.2K 0.01% 888
2016
Q2 		$10.8M Buy
203,108
+37,107
+22% +$2.02M 0.01% 908
2016
Q1 		$8.57M Buy
166,001
+2,796
+2% +$134K 0.01% 1024
2015
Q4 		$7.6M Buy
163,205
+1,056
+0.7% +$53.3K 0.01% 1103
2015
Q3 		$8.24M Buy
162,149
+231
+0.1% +$12.2K 0.01% 1044
2015
Q2 		$9.23M Buy
161,918
+21,985
+16% +$1.18M 0.01% 1056
2015
Q1 		$7.4M Buy
139,933
+1,682
+1% +$87.2K 0.01% 1123
2014
Q4 		$7.87M Sell
138,251
-1,389
-1% -$78.3K 0.01% 1090
2014
Q3 		$7.62M Buy
139,640
+1,894
+1% +$109K 0.01% 1097
2014
Q2 		$8.73M Sell
137,746
-4,749
-3% -$283K 0.01% 1056
2014
Q1 		$9.22M Buy
142,495
+2,218
+2% +$139K 0.01% 971
2013
Q4 		$9.02M Sell
140,277
-1,173
-0.8% -$71.2K 0.01% 966
2013
Q3 		$7.69M Buy
141,450
+12,475
+10% +$728K 0.01% 1007
2013
Q2 		$7.18M Buy
+128,975
New +$6.57M 0.01% 973

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 Investment Management's UMBF Position: Q4 2016 in Review

BlackRock Investment Management increased its UMB Financial (UMBF) stake by 52% in Q4 2016, buying an estimated $7.32M and bringing the position to 309,444 shares worth $23.9M. The position accounts for 0.03% of the portfolio, ranked #572.

BlackRock Investment Management 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 Investment Management held 309,444 shares of UMB Financial worth $23.9M as of Q4 2016.
  • BlackRock Investment Management bought 105,302 UMB Financial shares in Q4 2016, an estimated $7.32M.
  • UMB Financial made up 0.03% of BlackRock Investment Management's portfolio in Q4 2016, its #572 holding.
  • BlackRock Investment Management 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 Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.