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Perkins Investment Management’s UMB Financial UMBF Stock Holding History

Perkins Investment 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
2015
Q3 		– Sell
-233,778
Closed -$13.3M – 263
2015
Q2 		$13.3M Buy
233,778
+71,748
+44% +$3.86M 0.15% 150
2015
Q1 		$8.57M Buy
+162,030
New +$8.4M 0.09% 185

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perkins Investment Management's UMBF Position: Q3 2015 in Review

Perkins Investment Management sold out of UMB Financial (UMBF) in Q3 2015, closing a stake of 233,778 shares — an estimated $13.3M sold.

Perkins Investment Management first reported a position in UMBF in Q1 2015 and held it in 2 quarters. The position peaked at $13.3M in Q2 2015. 167 funds tracked by Wall St. Rank hold UMBF as of Q3 2015.

  • Perkins Investment Management reported no remaining UMB Financial position as of Q3 2015 after selling out during the quarter.
  • Perkins Investment Management sold 233,778 UMB Financial shares in Q3 2015, an estimated $13.3M.
  • Perkins Investment Management first reported a position in UMB Financial in Q1 2015 and held it in 2 quarters.
  • Perkins Investment Management's UMB Financial position peaked at $13.3M in Q2 2015.
  • 167 funds tracked by Wall St. Rank held UMB Financial as of Q3 2015.

Based on Perkins Investment Management's 13F filing for Q3 2015, filed 16 Nov 2015.