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Calvert Investment Management’s UMB Financial UMBF Stock Holding History

Calvert 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
2017
Q1 		– Sell
-3,087
Closed -$238K – 583
2016
Q4 		$238K Sell
3,087
-286
-8% -$19.9K 0.01% 734
2016
Q3 		$201K Buy
+3,373
New +$193K 0.01% 771

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Calvert Investment Management's UMBF Position: Q1 2017 in Review

Calvert Investment Management sold out of UMB Financial (UMBF) in Q1 2017, closing a stake of 3,087 shares — an estimated $238K sold.

Calvert Investment Management first reported a position in UMBF in Q3 2016 and held it in 2 quarters. The position peaked at $238K in Q4 2016. 220 funds tracked by Wall St. Rank hold UMBF as of Q1 2017.

  • Calvert Investment Management reported no remaining UMB Financial position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 3,087 UMB Financial shares in Q1 2017, an estimated $238K.
  • Calvert Investment Management first reported a position in UMB Financial in Q3 2016 and held it in 2 quarters.
  • Calvert Investment Management's UMB Financial position peaked at $238K in Q4 2016.
  • 220 funds tracked by Wall St. Rank held UMB Financial as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.