CCA
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Checchi Capital Advisers’s UMB Financial UMBF Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-141
Closed -$8K – 1162
2016
Q2 		$8K Sell
141
-320
-69% -$17.4K ﹤0.01% 1338
2016
Q1 		$24K Buy
+461
New +$22.1K 0.01% 1070

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
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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Checchi Capital Advisers's UMBF Position: Q3 2016 in Review

Checchi Capital Advisers sold out of UMB Financial (UMBF) in Q3 2016, closing a stake of 141 shares — an estimated $8K sold.

Checchi Capital Advisers first reported a position in UMBF in Q1 2016 and held it in 2 quarters. The position peaked at $24K in Q1 2016. 176 funds tracked by Wall St. Rank hold UMBF as of Q3 2016.

  • Checchi Capital Advisers reported no remaining UMB Financial position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 141 UMB Financial shares in Q3 2016, an estimated $8K.
  • Checchi Capital Advisers first reported a position in UMB Financial in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's UMB Financial position peaked at $24K in Q1 2016.
  • 176 funds tracked by Wall St. Rank held UMB Financial as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.