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Matarin Capital Management’s UMB Financial UMBF Stock Holding History

Matarin Capital Management’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
Q4 		– Sell
-66,604
Closed -$4.96M – 318
2017
Q3 		$4.96M Sell
66,604
-43,155
-39% -$3.02M 0.42% 91
2017
Q2 		$8.22M Buy
109,759
+2,716
+3% +$199K 0.76% 44
2017
Q1 		$8.06M Buy
107,043
+9,164
+9% +$701K 0.79% 36
2016
Q4 		$7.55M Sell
97,879
-45,651
-32% -$3.17M 0.85% 29
2016
Q3 		$8.53M Buy
143,530
+13,820
+11% +$791K 0.94% 17
2016
Q2 		$6.9M Buy
+129,710
New +$7.05M 0.94% 18
2014
Q2 		– Sell
-26,754
Closed -$1.73M – 185
2014
Q1 		$1.73M Sell
26,754
-8,925
-25% -$557K 1.02% 27
2013
Q4 		$2.29M Buy
35,679
+12,015
+51% +$730K 1.41% 12
2013
Q3 		$1.29M Buy
23,664
+5,716
+32% +$333K 1.08% 18
2013
Q2 		$999K Buy
+17,948
New +$915K 1.01% 18

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Matarin Capital Management's UMBF Position: Q4 2017 in Review

Matarin Capital Management sold out of UMB Financial (UMBF) in Q4 2017, closing a stake of 66,604 shares — an estimated $4.96M sold.

Matarin Capital Management first reported a position in UMBF in Q2 2013 and held it in 10 quarters. The position peaked at $8.53M in Q3 2016. 208 funds tracked by Wall St. Rank hold UMBF as of Q4 2017.

  • Matarin Capital Management reported no remaining UMB Financial position as of Q4 2017 after selling out during the quarter.
  • Matarin Capital Management sold 66,604 UMB Financial shares in Q4 2017, an estimated $4.96M.
  • Matarin Capital Management first reported a position in UMB Financial in Q2 2013 and held it in 10 quarters.
  • Matarin Capital Management's UMB Financial position peaked at $8.53M in Q3 2016.
  • 208 funds tracked by Wall St. Rank held UMB Financial as of Q4 2017.

Based on Matarin Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.