Palladiem’s UMB Financial UMBF Stock Holding History

Palladiem’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 Q3	–	Sell	-133	Closed	-$8K	–	222
2015 Q2	$8K	Hold	133	–	–	0.01%	170
2015 Q1	$7K	Hold	133	–	–	0.01%	139
2014 Q4	$8K	Buy	+133	New	+$7.49K	0.01%	146

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Palladiem's UMBF Position: Q3 2015 in Review

Palladiem sold out of UMB Financial (UMBF) in Q3 2015, closing a stake of 133 shares — an estimated $8K sold.

Palladiem first reported a position in UMBF in Q4 2014 and held it in 3 quarters. The position peaked at $8K in Q2 2015. 167 funds tracked by Wall St. Rank hold UMBF as of Q3 2015.

Palladiem reported no remaining UMB Financial position as of Q3 2015 after selling out during the quarter.
Palladiem sold 133 UMB Financial shares in Q3 2015, an estimated $8K.
Palladiem first reported a position in UMB Financial in Q4 2014 and held it in 3 quarters.
Palladiem's UMB Financial position peaked at $8K in Q2 2015.
167 funds tracked by Wall St. Rank held UMB Financial as of Q3 2015.

Based on Palladiem's 13F filing for Q3 2015, filed 29 Oct 2015.