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Bryn Mawr Capital Management Inc’s UMB Financial UMBF Stock Holding History

Bryn Mawr Capital Management Inc’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
2015
Q2 		– Sell
-27,983
Closed -$1.48M – 564
2015
Q1 		$1.48M Buy
+27,983
New +$1.45M 0.19% 152

Other funds holding UMBF

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Bryn Mawr Capital Management Inc's UMBF Position: Q2 2015 in Review

Bryn Mawr Capital Management Inc sold out of UMB Financial (UMBF) in Q2 2015, closing a stake of 27,983 shares — an estimated $1.48M sold.

Bryn Mawr Capital Management Inc first reported a position in UMBF in Q1 2015 and held it in 1 quarter. The position peaked at $1.48M in Q1 2015. 170 funds tracked by Wall St. Rank hold UMBF as of Q2 2015.

  • Bryn Mawr Capital Management Inc reported no remaining UMB Financial position as of Q2 2015 after selling out during the quarter.
  • Bryn Mawr Capital Management Inc sold 27,983 UMB Financial shares in Q2 2015, an estimated $1.48M.
  • Bryn Mawr Capital Management Inc first reported a position in UMB Financial in Q1 2015 and held it in 1 quarter.
  • Bryn Mawr Capital Management Inc's UMB Financial position peaked at $1.48M in Q1 2015.
  • 170 funds tracked by Wall St. Rank held UMB Financial as of Q2 2015.

Based on Bryn Mawr Capital Management Inc's 13F filing for Q2 2015, filed 7 Aug 2015.