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Miles Capital’s UMB Financial UMBF Stock Holding History

Miles 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
2017
Q3 		– Sell
-2,933
Closed -$220K – 226
2017
Q2 		$220K Sell
2,933
-18
-0.6% -$1.32K 0.12% 172
2017
Q1 		$222K Buy
2,951
+8
+0.3% +$612 0.12% 171
2016
Q4 		$227K Buy
+2,943
New +$205K 0.14% 140

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 $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Miles Capital's UMBF Position: Q3 2017 in Review

Miles Capital sold out of UMB Financial (UMBF) in Q3 2017, closing a stake of 2,933 shares — an estimated $220K sold.

Miles Capital first reported a position in UMBF in Q4 2016 and held it in 3 quarters. The position peaked at $227K in Q4 2016. 195 funds tracked by Wall St. Rank hold UMBF as of Q3 2017.

  • Miles Capital reported no remaining UMB Financial position as of Q3 2017 after selling out during the quarter.
  • Miles Capital sold 2,933 UMB Financial shares in Q3 2017, an estimated $220K.
  • Miles Capital first reported a position in UMB Financial in Q4 2016 and held it in 3 quarters.
  • Miles Capital's UMB Financial position peaked at $227K in Q4 2016.
  • 195 funds tracked by Wall St. Rank held UMB Financial as of Q3 2017.

Based on Miles Capital's 13F filing for Q3 2017, filed 13 Nov 2017.