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FDx Advisors’s UMB Financial UMBF Stock Holding History

FDx Advisors’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
Q1 		– Sell
-4,829
Closed -$372K – 1210
2016
Q4 		$372K Sell
4,829
-1,266
-21% -$88K 0.01% 885
2016
Q3 		$362K Hold
6,095
– – 0.02% 719
2016
Q2 		$324K Sell
6,095
-24
-0.4% -$1.3K 0.01% 730
2016
Q1 		$316K Buy
6,119
+190
+3% +$9.13K 0.01% 716
2015
Q4 		$276K Sell
5,929
-233
-4% -$11.8K 0.01% 738
2015
Q3 		$313K Buy
6,162
+337
+6% +$17.8K 0.03% 607
2015
Q2 		$332K Sell
5,825
-475
-8% -$25.5K 0.02% 712
2015
Q1 		$333K Sell
6,300
-3
-0% -$156 0.01% 1162
2014
Q4 		$359K Sell
6,303
-943
-13% -$53.1K 0.02% 666
2014
Q3 		$395K Buy
7,246
+653
+10% +$37.7K 0.03% 675
2014
Q2 		$418K Sell
6,593
-191
-3% -$11.4K 0.03% 649
2014
Q1 		$439K Buy
6,784
+941
+16% +$58.8K 0.04% 478
2013
Q4 		$376K Buy
+5,843
New +$355K 0.04% 442

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

FDx Advisors's UMBF Position: Q1 2017 in Review

FDx Advisors sold out of UMB Financial (UMBF) in Q1 2017, closing a stake of 4,829 shares — an estimated $372K sold.

FDx Advisors first reported a position in UMBF in Q4 2013 and held it in 13 quarters. The position peaked at $439K in Q1 2014. 220 funds tracked by Wall St. Rank hold UMBF as of Q1 2017.

  • FDx Advisors reported no remaining UMB Financial position as of Q1 2017 after selling out during the quarter.
  • FDx Advisors sold 4,829 UMB Financial shares in Q1 2017, an estimated $372K.
  • FDx Advisors first reported a position in UMB Financial in Q4 2013 and held it in 13 quarters.
  • FDx Advisors's UMB Financial position peaked at $439K in Q1 2014.
  • 220 funds tracked by Wall St. Rank held UMB Financial as of Q1 2017.

Based on FDx Advisors's 13F filing for Q1 2017, filed 15 May 2017.