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Old Mutual Customised Solutions’s UMB Financial UMBF Stock Holding History

Old Mutual Customised Solutions’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
2013
Q3 		– Sell
-300
Closed -$17K – 1219
2013
Q2 		$17K Buy
+300
New +$15.3K ﹤0.01% 1363

Other funds holding UMBF

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Old Mutual Customised Solutions's UMBF Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of UMB Financial (UMBF) in Q3 2013, closing a stake of 300 shares — an estimated $17K sold.

Old Mutual Customised Solutions first reported a position in UMBF in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 164 funds tracked by Wall St. Rank hold UMBF as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining UMB Financial position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 300 UMB Financial shares in Q3 2013, an estimated $17K.
  • Old Mutual Customised Solutions first reported a position in UMB Financial in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's UMB Financial position peaked at $17K in Q2 2013.
  • 164 funds tracked by Wall St. Rank held UMB Financial as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.