MMG
UMBF icon

Monetary Management Group’s UMB Financial UMBF Stock Holding History

Monetary Management Group’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
Q4 		– Sell
-600
Closed -$30K – 333
2015
Q3 		$30K Hold
600
– – 0.02% 260
2015
Q2 		$34K Hold
600
– – 0.02% 274
2015
Q1 		$32K Hold
600
– – 0.01% 289
2014
Q4 		$34K Hold
600
– – 0.02% 291
2014
Q3 		$33K Hold
600
– – 0.02% 292
2014
Q2 		$38K Hold
600
– – 0.02% 282
2014
Q1 		$39K Hold
600
– – 0.02% 236
2013
Q4 		$39K Buy
+600
New +$36.4K 0.02% 249

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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Monetary Management Group's UMBF Position: Q4 2015 in Review

Monetary Management Group sold out of UMB Financial (UMBF) in Q4 2015, closing a stake of 600 shares — an estimated $30K sold.

Monetary Management Group first reported a position in UMBF in Q4 2013 and held it in 8 quarters. The position peaked at $39K in Q1 2014. 170 funds tracked by Wall St. Rank hold UMBF as of Q4 2015.

  • Monetary Management Group reported no remaining UMB Financial position as of Q4 2015 after selling out during the quarter.
  • Monetary Management Group sold 600 UMB Financial shares in Q4 2015, an estimated $30K.
  • Monetary Management Group first reported a position in UMB Financial in Q4 2013 and held it in 8 quarters.
  • Monetary Management Group's UMB Financial position peaked at $39K in Q1 2014.
  • 170 funds tracked by Wall St. Rank held UMB Financial as of Q4 2015.

Based on Monetary Management Group's 13F filing for Q4 2015, filed 11 Feb 2016.