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Thompson Siegel & Walmsley’s UMB Financial UMBF Stock Holding History

Thompson Siegel & Walmsley’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
2017
Q1 		– Sell
-65
Closed -$5K – 950
2016
Q4 		$5K Buy
+65
New +$4.52K ﹤0.01% 695

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Thompson Siegel & Walmsley's UMBF Position: Q1 2017 in Review

Thompson Siegel & Walmsley sold out of UMB Financial (UMBF) in Q1 2017, closing a stake of 65 shares — an estimated $5K sold.

Thompson Siegel & Walmsley first reported a position in UMBF in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 220 funds tracked by Wall St. Rank hold UMBF as of Q1 2017.

  • Thompson Siegel & Walmsley reported no remaining UMB Financial position as of Q1 2017 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 65 UMB Financial shares in Q1 2017, an estimated $5K.
  • Thompson Siegel & Walmsley first reported a position in UMB Financial in Q4 2016 and held it in 1 quarter.
  • Thompson Siegel & Walmsley's UMB Financial position peaked at $5K in Q4 2016.
  • 220 funds tracked by Wall St. Rank held UMB Financial as of Q1 2017.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2017, filed 15 May 2017.