Smith, Moore & Co’s UMB Financial UMBF Stock Holding History

Smith, Moore & Co’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 Q1	–	Sell	-3,189	Closed	-$205K	–	150
2013 Q4	$205K	Buy	+3,189	New	+$194K	0.13%	130

Other funds holding UMBF

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

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

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

Smith, Moore & Co's UMBF Position: Q1 2014 in Review

Smith, Moore & Co sold out of UMB Financial (UMBF) in Q1 2014, closing a stake of 3,189 shares — an estimated $205K sold.

Smith, Moore & Co first reported a position in UMBF in Q4 2013 and held it in 1 quarter. The position peaked at $205K in Q4 2013. 156 funds tracked by Wall St. Rank hold UMBF as of Q1 2014.

Smith, Moore & Co reported no remaining UMB Financial position as of Q1 2014 after selling out during the quarter.
Smith, Moore & Co sold 3,189 UMB Financial shares in Q1 2014, an estimated $205K.
Smith, Moore & Co first reported a position in UMB Financial in Q4 2013 and held it in 1 quarter.
Smith, Moore & Co's UMB Financial position peaked at $205K in Q4 2013.
156 funds tracked by Wall St. Rank held UMB Financial as of Q1 2014.

Based on Smith, Moore & Co's 13F filing for Q1 2014, filed 1 May 2014.