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Emerald Acquisition’s UMB Financial UMBF Stock Holding History

Emerald Acquisition’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 		$14.6M Sell
245,461
-79,327
-24% -$4.54M 0.03% 666
2016
Q2 		$17.3M Buy
+324,788
New +$17.7M 0.03% 654

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

Emerald Acquisition's UMBF Position: Q3 2016 in Review

Emerald Acquisition reduced its UMB Financial (UMBF) stake by 24% in Q3 2016, selling an estimated $4.54M and leaving 245,461 shares worth $14.6M. The position accounts for 0.03% of the portfolio, ranked #666.

Emerald Acquisition first reported a position in UMBF in Q2 2016 and has held it in 2 quarters since. The position peaked at $17.3M in Q2 2016. 176 funds tracked by Wall St. Rank hold UMBF as of Q3 2016.

  • Emerald Acquisition held 245,461 shares of UMB Financial worth $14.6M as of Q3 2016.
  • Emerald Acquisition sold 79,327 UMB Financial shares in Q3 2016, an estimated $4.54M.
  • UMB Financial made up 0.03% of Emerald Acquisition's portfolio in Q3 2016, its #666 holding.
  • Emerald Acquisition first reported a position in UMB Financial in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's UMB Financial position peaked at $17.3M in Q2 2016.
  • 176 funds tracked by Wall St. Rank held UMB Financial as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.