MCM
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MV Capital Management’s UMB Financial UMBF Stock Holding History

MV 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
2015
Q1 		– Sell
-90
Closed -$5K – 523
2014
Q4 		$5K Buy
+90
New +$5.07K ﹤0.01% 389

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

MV Capital Management's UMBF Position: Q1 2015 in Review

MV Capital Management sold out of UMB Financial (UMBF) in Q1 2015, closing a stake of 90 shares — an estimated $5K sold.

MV Capital Management first reported a position in UMBF in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 171 funds tracked by Wall St. Rank hold UMBF as of Q1 2015.

  • MV Capital Management reported no remaining UMB Financial position as of Q1 2015 after selling out during the quarter.
  • MV Capital Management sold 90 UMB Financial shares in Q1 2015, an estimated $5K.
  • MV Capital Management first reported a position in UMB Financial in Q4 2014 and held it in 1 quarter.
  • MV Capital Management's UMB Financial position peaked at $5K in Q4 2014.
  • 171 funds tracked by Wall St. Rank held UMB Financial as of Q1 2015.

Based on MV Capital Management's 13F filing for Q1 2015, filed 13 May 2015.