GMIM
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General Motors Investment Management’s UMB Financial UMBF Stock Holding History

General Motors Investment 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
2015
Q2 		– Sell
-4,401
Closed -$233K – 598
2015
Q1 		$233K Sell
4,401
-593
-12% -$30.8K 0.02% 821
2014
Q4 		$284K Buy
+4,994
New +$281K 0.02% 708
2014
Q3 		– Sell
-3,369
Closed -$214K – 1002
2014
Q2 		$214K Buy
+3,369
New +$201K 0.02% 828

Other funds holding UMBF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

General Motors Investment Management's UMBF Position: Q2 2015 in Review

General Motors Investment Management sold out of UMB Financial (UMBF) in Q2 2015, closing a stake of 4,401 shares — an estimated $233K sold.

General Motors Investment Management first reported a position in UMBF in Q2 2014 and held it in 3 quarters. The position peaked at $284K in Q4 2014. 170 funds tracked by Wall St. Rank hold UMBF as of Q2 2015.

  • General Motors Investment Management reported no remaining UMB Financial position as of Q2 2015 after selling out during the quarter.
  • General Motors Investment Management sold 4,401 UMB Financial shares in Q2 2015, an estimated $233K.
  • General Motors Investment Management first reported a position in UMB Financial in Q2 2014 and held it in 3 quarters.
  • General Motors Investment Management's UMB Financial position peaked at $284K in Q4 2014.
  • 170 funds tracked by Wall St. Rank held UMB Financial as of Q2 2015.

Based on General Motors Investment Management's 13F filing for Q2 2015, filed 5 Aug 2015.