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Sonora Investment Management’s UMB Financial UMBF Stock Holding History

Sonora 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
Q4 		– Sell
-328
Closed -$16K – 1144
2015
Q3 		$16K Buy
+328
New +$17.3K ﹤0.01% 372

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Sonora Investment Management's UMBF Position: Q4 2015 in Review

Sonora Investment Management sold out of UMB Financial (UMBF) in Q4 2015, closing a stake of 328 shares — an estimated $16K sold.

Sonora Investment Management first reported a position in UMBF in Q3 2015 and held it in 1 quarter. The position peaked at $16K in Q3 2015. 170 funds tracked by Wall St. Rank hold UMBF as of Q4 2015.

  • Sonora Investment Management reported no remaining UMB Financial position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 328 UMB Financial shares in Q4 2015, an estimated $16K.
  • Sonora Investment Management first reported a position in UMB Financial in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's UMB Financial position peaked at $16K in Q3 2015.
  • 170 funds tracked by Wall St. Rank held UMB Financial as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.