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Independent Portfolio Consultants’s UMB Financial UMBF Stock Holding History

Independent Portfolio Consultants’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
Q2 		$958K Sell
12,800
-1,145
-8% -$83.8K 0.4% 54
2017
Q1 		$1.05M Buy
13,945
+600
+4% +$45.9K 0.36% 74
2016
Q4 		$1.03M Sell
13,345
-155
-1% -$10.8K 0.34% 84
2016
Q3 		$803K Buy
13,500
+1,550
+13% +$88.8K 0.25% 125
2016
Q2 		$636K Buy
11,950
+4,380
+58% +$238K 0.2% 177
2016
Q1 		$391K Buy
7,570
+650
+9% +$31.2K 0.11% 251
2015
Q4 		$322K Sell
6,920
-6,870
-50% -$347K 0.1% 262
2015
Q3 		$701K Buy
13,790
+85
+0.6% +$4.48K 0.15% 190
2015
Q2 		$781K Buy
13,705
+1,565
+13% +$84.1K 0.16% 190
2015
Q1 		$642K Buy
12,140
+2,910
+32% +$151K 0.13% 207
2014
Q4 		$525K Buy
9,230
+5,005
+118% +$282K 0.11% 244
2014
Q3 		$230K Buy
4,225
+180
+4% +$10.4K 0.06% 447
2014
Q2 		$256K Buy
4,045
+495
+14% +$29.5K 0.07% 406
2014
Q1 		$229K Sell
3,550
-300
-8% -$18.7K 0.07% 415
2013
Q4 		$247K Sell
3,850
-690
-15% -$41.9K 0.09% 400
2013
Q3 		$247K Buy
4,540
+55
+1% +$3.21K 0.1% 392
2013
Q2 		$250K Buy
+4,485
New +$229K 0.11% 373

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Independent Portfolio Consultants's UMBF Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its UMB Financial (UMBF) stake by 8.2% in Q2 2017, selling an estimated $83.8K and leaving 12,800 shares worth $958K. The position accounts for 0.4% of the portfolio, ranked #54.

Independent Portfolio Consultants first reported a position in UMBF in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2017. 210 funds tracked by Wall St. Rank hold UMBF as of Q2 2017.

  • Independent Portfolio Consultants held 12,800 shares of UMB Financial worth $958K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,145 UMB Financial shares in Q2 2017, an estimated $83.8K.
  • UMB Financial made up 0.4% of Independent Portfolio Consultants's portfolio in Q2 2017, its #54 holding.
  • Independent Portfolio Consultants first reported a position in UMB Financial in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's UMB Financial position peaked at $1.05M in Q1 2017.
  • 210 funds tracked by Wall St. Rank held UMB Financial as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.