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Capital Impact Advisors’s UMB Financial UMBF Stock Holding History

Capital Impact 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
Q1 		– Sell
-18,815
Closed -$876K – 244
2015
Q4 		$876K Buy
+18,815
New +$950K 0.42% 89

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Capital Impact Advisors's UMBF Position: Q1 2016 in Review

Capital Impact Advisors sold out of UMB Financial (UMBF) in Q1 2016, closing a stake of 18,815 shares — an estimated $876K sold.

Capital Impact Advisors first reported a position in UMBF in Q4 2015 and held it in 1 quarter. The position peaked at $876K in Q4 2015. 165 funds tracked by Wall St. Rank hold UMBF as of Q1 2016.

  • Capital Impact Advisors reported no remaining UMB Financial position as of Q1 2016 after selling out during the quarter.
  • Capital Impact Advisors sold 18,815 UMB Financial shares in Q1 2016, an estimated $876K.
  • Capital Impact Advisors first reported a position in UMB Financial in Q4 2015 and held it in 1 quarter.
  • Capital Impact Advisors's UMB Financial position peaked at $876K in Q4 2015.
  • 165 funds tracked by Wall St. Rank held UMB Financial as of Q1 2016.

Based on Capital Impact Advisors's 13F filing for Q1 2016, filed 13 Apr 2016.