PSUF
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People's United Financial’s UMB Financial UMBF Stock Holding History

People's United Financial’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
Q2 		– Sell
-17
Closed -$1K – 842
2015
Q1 		$1K Hold
17
– – ﹤0.01% 802
2014
Q4 		$1K Hold
17
– – ﹤0.01% 803
2014
Q3 		$1K Hold
17
– – ﹤0.01% 791
2014
Q2 		$1K Hold
17
– – ﹤0.01% 804
2014
Q1 		$1K Hold
17
– – ﹤0.01% 780
2013
Q4 		$1K Buy
+17
New +$1.03K ﹤0.01% 779

Other funds holding UMBF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

People's United Financial's UMBF Position: Q2 2015 in Review

People's United Financial sold out of UMB Financial (UMBF) in Q2 2015, closing a stake of 17 shares — an estimated $1K sold.

People's United Financial first reported a position in UMBF in Q4 2013 and held it in 6 quarters. The position peaked at $1K in Q1 2015. 169 funds tracked by Wall St. Rank hold UMBF as of Q2 2015.

  • People's United Financial reported no remaining UMB Financial position as of Q2 2015 after selling out during the quarter.
  • People's United Financial sold 17 UMB Financial shares in Q2 2015, an estimated $1K.
  • People's United Financial first reported a position in UMB Financial in Q4 2013 and held it in 6 quarters.
  • People's United Financial's UMB Financial position peaked at $1K in Q1 2015.
  • 169 funds tracked by Wall St. Rank held UMB Financial as of Q2 2015.

Based on People's United Financial's 13F filing for Q2 2015, filed 10 Aug 2015.