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GAM Systematic’s UMB Financial UMBF Stock Holding History

GAM Systematic’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
-2,768
Closed -$213K – 679
2016
Q4 		$213K Buy
2,768
+452
+20% +$31.4K 0.05% 468
2016
Q3 		$138K Sell
2,316
-3,480
-60% -$199K 0.03% 530
2016
Q2 		$308K Buy
5,796
+4,880
+533% +$265K 0.07% 434
2016
Q1 		$47K Buy
+916
New +$44K 0.01% 567

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

GAM Systematic's UMBF Position: Q1 2017 in Review

GAM Systematic sold out of UMB Financial (UMBF) in Q1 2017, closing a stake of 2,768 shares — an estimated $213K sold.

GAM Systematic first reported a position in UMBF in Q1 2016 and held it in 4 quarters. The position peaked at $308K in Q2 2016. 220 funds tracked by Wall St. Rank hold UMBF as of Q1 2017.

  • GAM Systematic reported no remaining UMB Financial position as of Q1 2017 after selling out during the quarter.
  • GAM Systematic sold 2,768 UMB Financial shares in Q1 2017, an estimated $213K.
  • GAM Systematic first reported a position in UMB Financial in Q1 2016 and held it in 4 quarters.
  • GAM Systematic's UMB Financial position peaked at $308K in Q2 2016.
  • 220 funds tracked by Wall St. Rank held UMB Financial as of Q1 2017.

Based on GAM Systematic's 13F filing for Q1 2017, filed 15 May 2017.