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Summit Securities Group’s UMB Financial UMBF Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-8,259
Closed -$439K – 263
2016
Q2 		$439K Buy
+8,259
New +$449K 0.23% 102

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Summit Securities Group's UMBF Position: Q3 2016 in Review

Summit Securities Group sold out of UMB Financial (UMBF) in Q3 2016, closing a stake of 8,259 shares — an estimated $439K sold.

Summit Securities Group first reported a position in UMBF in Q2 2016 and held it in 1 quarter. The position peaked at $439K in Q2 2016. 176 funds tracked by Wall St. Rank hold UMBF as of Q3 2016.

  • Summit Securities Group reported no remaining UMB Financial position as of Q3 2016 after selling out during the quarter.
  • Summit Securities Group sold 8,259 UMB Financial shares in Q3 2016, an estimated $439K.
  • Summit Securities Group first reported a position in UMB Financial in Q2 2016 and held it in 1 quarter.
  • Summit Securities Group's UMB Financial position peaked at $439K in Q2 2016.
  • 176 funds tracked by Wall St. Rank held UMB Financial as of Q3 2016.

Based on Summit Securities Group's 13F filing for Q3 2016, filed 7 Nov 2016.