Robert N. Shapiro’s UMB Financial UMBF Stock Holding History

Robert N. Shapiro’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
2013 Q4	–	Sell	-340	Closed	-$18K	–	907
2013 Q3	$18K	Buy	+340	New	+$19.8K	﹤0.01%	797

Other funds holding UMBF

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KAM

Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Robert N. Shapiro's UMBF Position: Q4 2013 in Review

Robert N. Shapiro sold out of UMB Financial (UMBF) in Q4 2013, closing a stake of 340 shares — an estimated $18K sold.

Robert N. Shapiro first reported a position in UMBF in Q3 2013 and held it in 1 quarter. The position peaked at $18K in Q3 2013. 166 funds tracked by Wall St. Rank hold UMBF as of Q4 2013.

Robert N. Shapiro reported no remaining UMB Financial position as of Q4 2013 after selling out during the quarter.
Robert N. Shapiro sold 340 UMB Financial shares in Q4 2013, an estimated $18K.
Robert N. Shapiro first reported a position in UMB Financial in Q3 2013 and held it in 1 quarter.
Robert N. Shapiro's UMB Financial position peaked at $18K in Q3 2013.
166 funds tracked by Wall St. Rank held UMB Financial as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.