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Capstone Asset Management’s UMB Financial UMBF Stock Holding History

Capstone Asset 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
Q2 		$308K Buy
4,113
+280
+7% +$20.5K 0.01% 1242
2017
Q1 		$289K Buy
3,833
+30
+0.8% +$2.29K 0.01% 1317
2016
Q4 		$293K Sell
3,803
-10,350
-73% -$719K 0.01% 1333
2016
Q3 		$841K Buy
14,153
+160
+1% +$9.16K 0.02% 658
2016
Q2 		$745K Buy
13,993
+820
+6% +$44.6K 0.02% 696
2016
Q1 		$680K Sell
13,173
-690
-5% -$33.1K 0.02% 735
2015
Q4 		$645K Buy
13,863
+410
+3% +$20.7K 0.02% 762
2015
Q3 		$684K Buy
13,453
+950
+8% +$50.1K 0.02% 718
2015
Q2 		$713K Sell
12,503
-4,750
-28% -$255K 0.02% 735
2015
Q1 		$913K Buy
17,253
+430
+3% +$22.3K 0.03% 706
2014
Q4 		$957K Sell
16,823
-2,650
-14% -$149K 0.03% 668
2014
Q3 		$1.06M Buy
19,473
+260
+1% +$15K 0.04% 553
2014
Q2 		$1.22M Buy
19,213
+2,811
+17% +$168K 0.04% 525
2014
Q1 		$1.06M Sell
16,402
-400
-2% -$25K 0.03% 590
2013
Q4 		$1.08M Buy
16,802
+83
+0.5% +$5.04K 0.03% 608
2013
Q3 		$909K Buy
16,719
+800
+5% +$46.7K 0.02% 832
2013
Q2 		$886K Buy
+15,919
New +$811K 0.02% 779

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capstone Asset Management's UMBF Position: Q2 2017 in Review

Capstone Asset Management increased its UMB Financial (UMBF) stake by 7.3% in Q2 2017, buying an estimated $20.5K and bringing the position to 4,113 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #1242.

Capstone Asset Management first reported a position in UMBF in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.22M in Q2 2014. 209 funds tracked by Wall St. Rank hold UMBF as of Q2 2017.

  • Capstone Asset Management held 4,113 shares of UMB Financial worth $308K as of Q2 2017.
  • Capstone Asset Management bought 280 UMB Financial shares in Q2 2017, an estimated $20.5K.
  • UMB Financial made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1242 holding.
  • Capstone Asset Management first reported a position in UMB Financial in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's UMB Financial position peaked at $1.22M in Q2 2014.
  • 209 funds tracked by Wall St. Rank held UMB Financial as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.