Public Sector Pension Investment Board (PSP Investments)
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Public Sector Pension Investment Board (PSP Investments)’s UMB Financial UMBF Stock Holding History

Public Sector Pension Investment Board (PSP 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
2016
Q4 		– Sell
-30,855
Closed -$1.83M – 1312
2016
Q3 		$1.83M Buy
30,855
+1,400
+5% +$80.2K 0.02% 602
2016
Q2 		$1.57M Hold
29,455
– – 0.02% 603
2016
Q1 		$1.52M Hold
29,455
– – 0.02% 568
2015
Q4 		$1.37M Sell
29,455
-16,700
-36% -$843K 0.01% 671
2015
Q3 		$2.35M Sell
46,155
-16,900
-27% -$891K 0.02% 570
2015
Q2 		$3.6M Sell
63,055
-8,600
-12% -$462K 0.03% 548
2015
Q1 		$3.79M Buy
71,655
+852
+1% +$44.2K 0.03% 560
2014
Q4 		$4.03M Hold
70,803
– – 0.03% 516
2014
Q3 		$3.86M Sell
70,803
-12,000
-14% -$693K 0.03% 537
2014
Q2 		$5.25M Buy
82,803
+7,141
+9% +$426K 0.03% 483
2014
Q1 		$4.89M Sell
75,662
-15,600
-17% -$974K 0.03% 461
2013
Q4 		$5.87M Buy
91,262
+2,300
+3% +$140K 0.04% 418
2013
Q3 		$4.83M Buy
88,962
+27,400
+45% +$1.6M 0.03% 447
2013
Q2 		$3.43M Buy
+61,562
New +$3.14M 0.03% 517

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 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments)'s UMBF Position: Q4 2016 in Review

Public Sector Pension Investment Board (PSP Investments) sold out of UMB Financial (UMBF) in Q4 2016, closing a stake of 30,855 shares — an estimated $1.83M sold.

Public Sector Pension Investment Board (PSP Investments) first reported a position in UMBF in Q2 2013 and held it in 14 quarters. The position peaked at $5.87M in Q4 2013. 223 funds tracked by Wall St. Rank hold UMBF as of Q4 2016.

  • Public Sector Pension Investment Board (PSP Investments) reported no remaining UMB Financial position as of Q4 2016 after selling out during the quarter.
  • Public Sector Pension Investment Board (PSP Investments) sold 30,855 UMB Financial shares in Q4 2016, an estimated $1.83M.
  • Public Sector Pension Investment Board (PSP Investments) first reported a position in UMB Financial in Q2 2013 and held it in 14 quarters.
  • Public Sector Pension Investment Board (PSP Investments)'s UMB Financial position peaked at $5.87M in Q4 2013.
  • 223 funds tracked by Wall St. Rank held UMB Financial as of Q4 2016.

Based on Public Sector Pension Investment Board (PSP Investments)'s 13F filing for Q4 2016, filed 14 Feb 2017.