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New England Securities’s UMB Financial UMBF Stock Holding History

New England Securities’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
2014
Q4 		$1K Buy
+26
New +$1.47K ﹤0.01% 1580

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

New England Securities's UMBF Position: Q4 2014 in Review

New England Securities opened a new position in UMB Financial (UMBF) in Q4 2014: 26 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1580 among its holdings.

172 funds tracked by Wall St. Rank hold UMBF as of Q4 2014.

  • New England Securities held 26 shares of UMB Financial worth $1K as of Q4 2014.
  • UMB Financial was a new New England Securities position in Q4 2014.
  • UMB Financial made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1580 holding.
  • 172 funds tracked by Wall St. Rank held UMB Financial as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.