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Reliant Investment Management’s UMB Financial UMBF Stock Holding History

Reliant 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
Q2 		– Sell
-13,715
Closed -$725K – 66
2015
Q1 		$725K Sell
13,715
-210
-2% -$10.9K 0.65% 43
2014
Q4 		$792K Hold
13,925
– – 0.71% 41
2014
Q3 		$760K Sell
13,925
-360
-3% -$20.8K 0.71% 41
2014
Q2 		$906K Sell
14,285
-1,730
-11% -$103K 0.83% 39
2014
Q1 		$1.04M Hold
16,015
– – 0.97% 38
2013
Q4 		$1.03M Buy
+16,015
New +$973K 0.99% 37

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

Reliant Investment Management's UMBF Position: Q2 2015 in Review

Reliant Investment Management sold out of UMB Financial (UMBF) in Q2 2015, closing a stake of 13,715 shares — an estimated $725K sold.

Reliant Investment Management first reported a position in UMBF in Q4 2013 and held it in 6 quarters. The position peaked at $1.04M in Q1 2014. 169 funds tracked by Wall St. Rank hold UMBF as of Q2 2015.

  • Reliant Investment Management reported no remaining UMB Financial position as of Q2 2015 after selling out during the quarter.
  • Reliant Investment Management sold 13,715 UMB Financial shares in Q2 2015, an estimated $725K.
  • Reliant Investment Management first reported a position in UMB Financial in Q4 2013 and held it in 6 quarters.
  • Reliant Investment Management's UMB Financial position peaked at $1.04M in Q1 2014.
  • 169 funds tracked by Wall St. Rank held UMB Financial as of Q2 2015.

Based on Reliant Investment Management's 13F filing for Q2 2015, filed 14 Aug 2015.