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Man Investments (UK)’s UMB Financial UMBF Stock Holding History

Man Investments (UK)’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
Q1 		– Sell
-3,567
Closed -$229K – 794
2013
Q4 		$229K Buy
+3,567
New +$217K 0.03% 595

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Man Investments (UK)'s UMBF Position: Q1 2014 in Review

Man Investments (UK) sold out of UMB Financial (UMBF) in Q1 2014, closing a stake of 3,567 shares — an estimated $229K sold.

Man Investments (UK) first reported a position in UMBF in Q4 2013 and held it in 1 quarter. The position peaked at $229K in Q4 2013. 157 funds tracked by Wall St. Rank hold UMBF as of Q1 2014.

  • Man Investments (UK) reported no remaining UMB Financial position as of Q1 2014 after selling out during the quarter.
  • Man Investments (UK) sold 3,567 UMB Financial shares in Q1 2014, an estimated $229K.
  • Man Investments (UK) first reported a position in UMB Financial in Q4 2013 and held it in 1 quarter.
  • Man Investments (UK)'s UMB Financial position peaked at $229K in Q4 2013.
  • 157 funds tracked by Wall St. Rank held UMB Financial as of Q1 2014.

Based on Man Investments (UK)'s 13F filing for Q1 2014, filed 15 May 2014.