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UBS’s UMB Financial UMBF Stock Holding History

UBS’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
Q3 		$261K Buy
4,777
+53
+1% +$3.06K ﹤0.01% 4918
2014
Q2 		$299K Sell
4,724
-731
-13% -$43.6K ﹤0.01% 4753
2014
Q1 		$353K Sell
5,455
-207
-4% -$12.9K ﹤0.01% 4601
2013
Q4 		$364K Buy
5,662
+746
+15% +$45.3K ﹤0.01% 4654
2013
Q3 		$267K Buy
4,916
+2,670
+119% +$156K ﹤0.01% 4838
2013
Q2 		$125K Buy
+2,246
New +$114K ﹤0.01% 5626

Other funds holding UMBF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's UMBF Position: Q3 2014 in Review

UBS increased its UMB Financial (UMBF) stake by 1.1% in Q3 2014, buying an estimated $3.06K and bringing the position to 4,777 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #4918.

UBS first reported a position in UMBF in Q2 2013 and has held it in 6 quarters since. The position peaked at $364K in Q4 2013. 168 funds tracked by Wall St. Rank hold UMBF as of Q3 2014.

  • UBS held 4,777 shares of UMB Financial worth $261K as of Q3 2014.
  • UBS bought 53 UMB Financial shares in Q3 2014, an estimated $3.06K.
  • UMB Financial made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4918 holding.
  • UBS first reported a position in UMB Financial in Q2 2013 and has held it in 6 quarters since.
  • UBS's UMB Financial position peaked at $364K in Q4 2013.
  • 168 funds tracked by Wall St. Rank held UMB Financial as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.