Paradigm Asset Management’s UMB Financial UMBF Stock Holding History

Paradigm Asset 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
2016 Q3	–	Sell	-400	Closed	-$21.3K	–	779
2016 Q2	$21.3K	Hold	400	–	–	﹤0.01%	707
2016 Q1	$20.7K	Sell	400 -800	-67%	-$38.4K	﹤0.01%	723
2015 Q4	$55.9K	Buy	+1,200	New	+$60.6K	0.01%	641
2014 Q3	–	Sell	-9,400	Closed	-$596K	–	867
2014 Q2	$596K	Buy	+9,400	New	+$560K	0.08%	273
2013 Q4	–	Sell	-1,150	Closed	-$62.5K	–	849
2013 Q3	$62.5K	Hold	1,150	–	–	0.01%	654
2013 Q2	$64K	Buy	+1,150	New	+$58.6K	0.01%	623

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Paradigm Asset Management's UMBF Position: Q3 2016 in Review

Paradigm Asset Management sold out of UMB Financial (UMBF) in Q3 2016, closing a stake of 400 shares — an estimated $21.3K sold.

Paradigm Asset Management first reported a position in UMBF in Q2 2013 and held it in 6 quarters. The position peaked at $596K in Q2 2014. 176 funds tracked by Wall St. Rank hold UMBF as of Q3 2016.

Paradigm Asset Management reported no remaining UMB Financial position as of Q3 2016 after selling out during the quarter.
Paradigm Asset Management sold 400 UMB Financial shares in Q3 2016, an estimated $21.3K.
Paradigm Asset Management first reported a position in UMB Financial in Q2 2013 and held it in 6 quarters.
Paradigm Asset Management's UMB Financial position peaked at $596K in Q2 2014.
176 funds tracked by Wall St. Rank held UMB Financial as of Q3 2016.

Based on Paradigm Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.