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Menta Capital’s UMB Financial UMBF Stock Holding History

Menta Capital’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
Q1 		– Sell
-14,700
Closed -$836K – 813
2014
Q4 		$836K Buy
+14,700
New +$828K 0.12% 294
2013
Q4 		– Sell
-8,149
Closed -$443K – 439
2013
Q3 		$443K Buy
+8,149
New +$475K 0.23% 157

Other funds holding UMBF

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Menta Capital's UMBF Position: Q1 2015 in Review

Menta Capital sold out of UMB Financial (UMBF) in Q1 2015, closing a stake of 14,700 shares — an estimated $836K sold.

Menta Capital first reported a position in UMBF in Q3 2013 and held it in 2 quarters. The position peaked at $836K in Q4 2014. 171 funds tracked by Wall St. Rank hold UMBF as of Q1 2015.

  • Menta Capital reported no remaining UMB Financial position as of Q1 2015 after selling out during the quarter.
  • Menta Capital sold 14,700 UMB Financial shares in Q1 2015, an estimated $836K.
  • Menta Capital first reported a position in UMB Financial in Q3 2013 and held it in 2 quarters.
  • Menta Capital's UMB Financial position peaked at $836K in Q4 2014.
  • 171 funds tracked by Wall St. Rank held UMB Financial as of Q1 2015.

Based on Menta Capital's 13F filing for Q1 2015, filed 24 Apr 2015.