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D.A. Davidson & Co’s UMB Financial UMBF Stock Holding History

D.A. Davidson & Co’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
2015
Q4 		– Sell
-12
Closed – – 2285
2015
Q3 		$0 Sell
12
-9
-43% -$475 ﹤0.01% 2294
2015
Q2 		$1K Buy
+21
New +$1.13K ﹤0.01% 2172

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
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
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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

D.A. Davidson & Co's UMBF Position: Q4 2015 in Review

D.A. Davidson & Co sold out of UMB Financial (UMBF) in Q4 2015, closing a stake of 12 shares.

D.A. Davidson & Co first reported a position in UMBF in Q2 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 170 funds tracked by Wall St. Rank hold UMBF as of Q4 2015.

  • D.A. Davidson & Co reported no remaining UMB Financial position as of Q4 2015 after selling out during the quarter.
  • D.A. Davidson & Co sold 12 UMB Financial shares in Q4 2015.
  • D.A. Davidson & Co first reported a position in UMB Financial in Q2 2015 and held it in 2 quarters.
  • D.A. Davidson & Co's UMB Financial position peaked at $1K in Q2 2015.
  • 170 funds tracked by Wall St. Rank held UMB Financial as of Q4 2015.

Based on D.A. Davidson & Co's 13F filing for Q4 2015, filed 12 Feb 2016.