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PEAK6 Group’s UMB Financial UMBF Stock Holding History

PEAK6 Group’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
-7,200
Closed -$536K – 4831
2017
Q3 		$536K Sell
7,200
-10,800
-60% -$756K ﹤0.01% 2497
2017
Q2 		$1.35M Buy
18,000
+15,700
+683% +$1.15M 0.01% 1681
2017
Q1 		$173K Sell
2,300
-200
-8% -$15.3K ﹤0.01% 3197
2016
Q4 		$193K Buy
+2,500
New +$174K ﹤0.01% 3398
2014
Q3 		– Sell
-1,000
Closed -$63K – 5195
2014
Q2 		$63K Buy
+1,000
New +$59.6K ﹤0.01% 3966
2013
Q3 		– Sell
-17,500
Closed -$974 – 5517
2013
Q2 		$974 Buy
+17,500
New +$892K ﹤0.01% 2156

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PEAK6 Group's UMBF Position: Q4 2017 in Review

PEAK6 Group sold out of UMB Financial (UMBF) in Q4 2017, closing a stake of 4,613 shares — an estimated $344K sold.

PEAK6 Group first reported a position in UMBF in Q4 2016 and held it in 4 quarters. The position peaked at $344K in Q3 2017. 208 funds tracked by Wall St. Rank hold UMBF as of Q4 2017.

  • PEAK6 Group reported no remaining UMB Financial position as of Q4 2017 after selling out during the quarter.
  • PEAK6 Group sold 4,613 UMB Financial shares in Q4 2017, an estimated $344K.
  • PEAK6 Group first reported a position in UMB Financial in Q4 2016 and held it in 4 quarters.
  • PEAK6 Group's UMB Financial position peaked at $344K in Q3 2017.
  • 208 funds tracked by Wall St. Rank held UMB Financial as of Q4 2017.

Based on PEAK6 Group's 13F filing for Q4 2017, filed 14 Feb 2018.