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Ground Swell Capital’s UMB Financial UMBF Stock Holding History

Ground Swell Capital’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
2014
Q3 		$11K Sell
200
-83
-29% -$4.79K 0.02% 882
2014
Q2 		$18K Buy
+283
New +$16.9K 0.03% 456

Other funds holding UMBF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ground Swell Capital's UMBF Position: Q3 2014 in Review

Ground Swell Capital reduced its UMB Financial (UMBF) stake by 29% in Q3 2014, selling an estimated $4.79K and leaving 200 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #882.

Ground Swell Capital first reported a position in UMBF in Q2 2014 and has held it in 2 quarters since. The position peaked at $18K in Q2 2014. 167 funds tracked by Wall St. Rank hold UMBF as of Q3 2014.

  • Ground Swell Capital held 200 shares of UMB Financial worth $11K as of Q3 2014.
  • Ground Swell Capital sold 83 UMB Financial shares in Q3 2014, an estimated $4.79K.
  • UMB Financial made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #882 holding.
  • Ground Swell Capital first reported a position in UMB Financial in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's UMB Financial position peaked at $18K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held UMB Financial as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.