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Independence Capital Asset Partners’s UMB Financial UMBF Stock Holding History

Independence Capital Asset Partners’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
Q3 		– Sell
-25,000
Closed -$1.43M – 45
2015
Q2 		$1.43M Buy
+25,000
New +$1.34M 2.21% 22
2013
Q4 		– Sell
-10,000
Closed -$543K – 106
2013
Q3 		$543K Buy
+10,000
New +$583K 0.09% 71

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independence Capital Asset Partners's UMBF Position: Q3 2015 in Review

Independence Capital Asset Partners sold out of UMB Financial (UMBF) in Q3 2015, closing a stake of 25,000 shares — an estimated $1.43M sold.

Independence Capital Asset Partners first reported a position in UMBF in Q3 2013 and held it in 2 quarters. The position peaked at $1.43M in Q2 2015. 168 funds tracked by Wall St. Rank hold UMBF as of Q3 2015.

  • Independence Capital Asset Partners reported no remaining UMB Financial position as of Q3 2015 after selling out during the quarter.
  • Independence Capital Asset Partners sold 25,000 UMB Financial shares in Q3 2015, an estimated $1.43M.
  • Independence Capital Asset Partners first reported a position in UMB Financial in Q3 2013 and held it in 2 quarters.
  • Independence Capital Asset Partners's UMB Financial position peaked at $1.43M in Q2 2015.
  • 168 funds tracked by Wall St. Rank held UMB Financial as of Q3 2015.

Based on Independence Capital Asset Partners's 13F filing for Q3 2015, filed 21 Oct 2015.