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Segall Bryant & Hamill’s UMB Financial UMBF Stock Holding History

Segall Bryant & Hamill’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
2014
Q2 		– Sell
-88,001
Closed -$5.69M – 580
2014
Q1 		$5.69M Sell
88,001
-9,657
-10% -$603K 0.14% 192
2013
Q4 		$6.28M Sell
97,658
-7,973
-8% -$484K 0.15% 174
2013
Q3 		$5.74M Sell
105,631
-17,489
-14% -$1.02M 0.14% 183
2013
Q2 		$6.85M Buy
+123,120
New +$6.27M 0.18% 167

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Segall Bryant & Hamill's UMBF Position: Q2 2014 in Review

Segall Bryant & Hamill sold out of UMB Financial (UMBF) in Q2 2014, closing a stake of 88,001 shares — an estimated $5.69M sold.

Segall Bryant & Hamill first reported a position in UMBF in Q2 2013 and held it in 4 quarters. The position peaked at $6.85M in Q2 2013. 162 funds tracked by Wall St. Rank hold UMBF as of Q2 2014.

  • Segall Bryant & Hamill reported no remaining UMB Financial position as of Q2 2014 after selling out during the quarter.
  • Segall Bryant & Hamill sold 88,001 UMB Financial shares in Q2 2014, an estimated $5.69M.
  • Segall Bryant & Hamill first reported a position in UMB Financial in Q2 2013 and held it in 4 quarters.
  • Segall Bryant & Hamill's UMB Financial position peaked at $6.85M in Q2 2013.
  • 162 funds tracked by Wall St. Rank held UMB Financial as of Q2 2014.

Based on Segall Bryant & Hamill's 13F filing for Q2 2014, filed 14 Aug 2014.