NFA
UMBF icon

Nationwide Fund Advisors’s UMB Financial UMBF Stock Holding History

Nationwide Fund Advisors’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
-116,268
Closed -$8.66M – 1989
2017
Q3 		$8.66M Sell
116,268
-1,829
-2% -$128K 0.03% 738
2017
Q2 		$8.84M Sell
118,097
-848
-0.7% -$62.1K 0.04% 707
2017
Q1 		$8.96M Sell
118,945
-10,259
-8% -$785K 0.04% 698
2016
Q4 		$9.96M Buy
129,204
+36,228
+39% +$2.52M 0.04% 625
2016
Q3 		$5.53M Sell
92,976
-4,160
-4% -$238K 0.02% 917
2016
Q2 		$5.17M Buy
97,136
+14,117
+17% +$767K 0.02% 923
2016
Q1 		$4.3M Buy
83,019
+53,862
+185% +$2.59M 0.02% 1016
2015
Q4 		$1.36M Buy
29,157
+388
+1% +$19.6K 0.01% 1562
2015
Q3 		$1.46M Buy
28,769
+136
+0.5% +$7.17K 0.01% 1535
2015
Q2 		$1.63M Sell
28,633
-33,349
-54% -$1.79M 0.01% 1566
2015
Q1 		$3.28M Sell
61,982
-2,137
-3% -$111K 0.01% 1198
2014
Q4 		$3.65M Sell
64,119
-1,980
-3% -$112K 0.02% 1106
2014
Q3 		$3.61M Sell
66,099
-1,757
-3% -$101K 0.02% 1132
2014
Q2 		$4.3M Buy
67,856
+2,066
+3% +$123K 0.02% 1066
2014
Q1 		$4.26M Sell
65,790
-947
-1% -$59.2K 0.02% 959
2013
Q4 		$4.29M Sell
66,737
-2,110
-3% -$128K 0.02% 1039
2013
Q3 		$3.74M Buy
68,847
+33,967
+97% +$1.98M 0.02% 1075
2013
Q2 		$1.94M Buy
+34,880
New +$1.78M 0.01% 1315

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Nationwide Fund Advisors's UMBF Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of UMB Financial (UMBF) in Q4 2017, closing a stake of 116,268 shares — an estimated $8.66M sold.

Nationwide Fund Advisors first reported a position in UMBF in Q2 2013 and held it in 18 quarters. The position peaked at $9.96M in Q4 2016. 208 funds tracked by Wall St. Rank hold UMBF as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining UMB Financial position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 116,268 UMB Financial shares in Q4 2017, an estimated $8.66M.
  • Nationwide Fund Advisors first reported a position in UMB Financial in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's UMB Financial position peaked at $9.96M in Q4 2016.
  • 208 funds tracked by Wall St. Rank held UMB Financial as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.