MWNA
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Marshall Wace North America’s UMB Financial UMBF Stock Holding History

Marshall Wace North America’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
2018
Q1 		– Sell
-42,348
Closed -$3.05M – 1710
2017
Q4 		$3.05M Buy
42,348
+34,370
+431% +$2.52M 0.02% 719
2017
Q3 		$590K Buy
+7,978
New +$559K ﹤0.01% 1043
2013
Q4 		$607K Buy
+9,447
New +$574K 0.01% 485
2013
Q3 		– Sell
-5,133
Closed -$286K – 713
2013
Q2 		$286K Buy
+5,133
New +$262K 0.02% 367

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Marshall Wace North America's UMBF Position: Q1 2018 in Review

Marshall Wace North America sold out of UMB Financial (UMBF) in Q1 2018, closing a stake of 42,348 shares — an estimated $3.05M sold.

Marshall Wace North America first reported a position in UMBF in Q2 2013 and held it in 4 quarters. The position peaked at $3.05M in Q4 2017. 230 funds tracked by Wall St. Rank hold UMBF as of Q1 2018.

  • Marshall Wace North America reported no remaining UMB Financial position as of Q1 2018 after selling out during the quarter.
  • Marshall Wace North America sold 42,348 UMB Financial shares in Q1 2018, an estimated $3.05M.
  • Marshall Wace North America first reported a position in UMB Financial in Q2 2013 and held it in 4 quarters.
  • Marshall Wace North America's UMB Financial position peaked at $3.05M in Q4 2017.
  • 230 funds tracked by Wall St. Rank held UMB Financial as of Q1 2018.

Based on Marshall Wace North America's 13F filing for Q1 2018, filed 15 May 2018.