RS Investment Management’s UMB Financial UMBF Stock Holding History

RS 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
2016 Q2	$54.7M	Sell	1,028,454 -39,601	-4%	-$2.15M	0.56%	42
2016 Q1	$55.1M	Sell	1,068,055 -14,532	-1%	-$698K	0.55%	51
2015 Q4	$50.4M	Buy	1,082,587 +165,715	+18%	+$8.36M	0.45%	82
2015 Q3	$46.6M	Buy	916,872 +255,645	+39%	+$13.5M	0.42%	87
2015 Q2	$37.7M	Buy	661,227 +325,800	+97%	+$17.5M	0.32%	113
2015 Q1	$17.7M	Buy	335,427 +16,371	+5%	+$849K	0.16%	199
2014 Q4	$18.2M	Buy	319,056 +11	+0%	+$620	0.16%	205
2014 Q3	$17.4M	Sell	319,045 -4,925	-2%	-$284K	0.16%	181
2014 Q2	$20.5M	Buy	323,970 +249,079	+333%	+$14.9M	0.17%	172
2014 Q1	$4.84M	Buy	+74,891	New	+$4.68M	0.03%	274

Other funds holding UMBF

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

CIP

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

RS Investment Management's UMBF Position: Q2 2016 in Review

RS Investment Management reduced its UMB Financial (UMBF) stake by 3.7% in Q2 2016, selling an estimated $2.15M and leaving 1,028,454 shares worth $54.7M. The position accounts for 0.56% of the portfolio, ranked #42.

RS Investment Management first reported a position in UMBF in Q1 2014 and has held it in 10 quarters since. The position peaked at $55.1M in Q1 2016. 175 funds tracked by Wall St. Rank hold UMBF as of Q2 2016.

RS Investment Management held 1,028,454 shares of UMB Financial worth $54.7M as of Q2 2016.
RS Investment Management sold 39,601 UMB Financial shares in Q2 2016, an estimated $2.15M.
UMB Financial made up 0.56% of RS Investment Management's portfolio in Q2 2016, its #42 holding.
RS Investment Management first reported a position in UMB Financial in Q1 2014 and has held it in 10 quarters since.
RS Investment Management's UMB Financial position peaked at $55.1M in Q1 2016.
175 funds tracked by Wall St. Rank held UMB Financial as of Q2 2016.

Based on RS Investment Management's 13F filing for Q2 2016, filed 26 Jul 2016.