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Pinnacle Summer Investments’s UMB Financial UMBF Stock Holding History

Pinnacle Summer Investments’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
Q4 		$448K Buy
9,608
+4,804
+100% +$242K 0.07% 133
2015
Q3 		$243K Hold
4,804
– – 0.04% 257
2015
Q2 		$274K Hold
4,804
– – 0.06% 161
2015
Q1 		$254K Hold
4,804
– – 0.04% 274
2014
Q4 		$233K Hold
4,804
– – 0.03% 293
2014
Q3 		$262K Hold
4,804
– – 0.03% 299
2014
Q2 		$272K Hold
4,804
– – 0.03% 275
2014
Q1 		$282K Hold
4,804
– – 0.04% 232
2013
Q4 		$309K Hold
4,804
– – 0.04% 214
2013
Q3 		$261K Hold
4,804
– – 0.05% 209
2013
Q2 		$267K Buy
+4,804
New +$245K 0.07% 189

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Pinnacle Summer Investments's UMBF Position: Q4 2015 in Review

Pinnacle Summer Investments increased its UMB Financial (UMBF) stake by 100% in Q4 2015, buying an estimated $242K and bringing the position to 9,608 shares worth $448K. The position accounts for 0.07% of the portfolio, ranked #133.

Pinnacle Summer Investments first reported a position in UMBF in Q2 2013 and has held it in 11 quarters since. 171 funds tracked by Wall St. Rank hold UMBF as of Q4 2015.

  • Pinnacle Summer Investments held 9,608 shares of UMB Financial worth $448K as of Q4 2015.
  • Pinnacle Summer Investments bought 4,804 UMB Financial shares in Q4 2015, an estimated $242K.
  • UMB Financial made up 0.07% of Pinnacle Summer Investments's portfolio in Q4 2015, its #133 holding.
  • Pinnacle Summer Investments first reported a position in UMB Financial in Q2 2013 and has held it in 11 quarters since.
  • 171 funds tracked by Wall St. Rank held UMB Financial as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.