CCM
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CrestPoint Capital Management’s UMB Financial UMBF Stock Holding History

CrestPoint Capital 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
2014
Q3 		– Sell
-3,220
Closed -$204K – 226
2014
Q2 		$204K Sell
3,220
-200
-6% -$11.9K 0.12% 211
2014
Q1 		$221K Sell
3,420
-500
-13% -$31.2K 0.14% 202
2013
Q4 		$252K Buy
+3,920
New +$238K 0.17% 182

Other funds holding UMBF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CrestPoint Capital Management's UMBF Position: Q3 2014 in Review

CrestPoint Capital Management sold out of UMB Financial (UMBF) in Q3 2014, closing a stake of 3,220 shares — an estimated $204K sold.

CrestPoint Capital Management first reported a position in UMBF in Q4 2013 and held it in 3 quarters. The position peaked at $252K in Q4 2013. 167 funds tracked by Wall St. Rank hold UMBF as of Q3 2014.

  • CrestPoint Capital Management reported no remaining UMB Financial position as of Q3 2014 after selling out during the quarter.
  • CrestPoint Capital Management sold 3,220 UMB Financial shares in Q3 2014, an estimated $204K.
  • CrestPoint Capital Management first reported a position in UMB Financial in Q4 2013 and held it in 3 quarters.
  • CrestPoint Capital Management's UMB Financial position peaked at $252K in Q4 2013.
  • 167 funds tracked by Wall St. Rank held UMB Financial as of Q3 2014.

Based on CrestPoint Capital Management's 13F filing for Q3 2014, filed 10 Oct 2014.