R&F Capital Advisors’s UMB Financial UMBF Stock Holding History

R&F Capital Advisors’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 Q1	–	Sell	-31,262	Closed	-$2.41M	–	829
2016 Q4	$2.41M	Buy	+31,262	New	+$2.17M	0.85%	12

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

R&F Capital Advisors's UMBF Position: Q1 2017 in Review

R&F Capital Advisors sold out of UMB Financial (UMBF) in Q1 2017, closing a stake of 31,262 shares — an estimated $2.41M sold.

R&F Capital Advisors first reported a position in UMBF in Q4 2016 and held it in 1 quarter. The position peaked at $2.41M in Q4 2016. 221 funds tracked by Wall St. Rank hold UMBF as of Q1 2017.

R&F Capital Advisors reported no remaining UMB Financial position as of Q1 2017 after selling out during the quarter.
R&F Capital Advisors sold 31,262 UMB Financial shares in Q1 2017, an estimated $2.41M.
R&F Capital Advisors first reported a position in UMB Financial in Q4 2016 and held it in 1 quarter.
R&F Capital Advisors's UMB Financial position peaked at $2.41M in Q4 2016.
221 funds tracked by Wall St. Rank held UMB Financial as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.