UFA
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US Financial Advisors’s UMB Financial UMBF Stock Holding History

US Financial Advisors’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
Q2 		– Sell
-35
Closed -$2K – 373
2016
Q1 		$2K Hold
35
– – ﹤0.01% 344
2015
Q4 		$2K Hold
35
– – ﹤0.01% 483
2015
Q3 		$2K Hold
35
– – ﹤0.01% 421
2015
Q2 		$2K Buy
+35
New +$1.88K ﹤0.01% 402

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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

US Financial Advisors's UMBF Position: Q2 2016 in Review

US Financial Advisors sold out of UMB Financial (UMBF) in Q2 2016, closing a stake of 35 shares — an estimated $2K sold.

US Financial Advisors first reported a position in UMBF in Q2 2015 and held it in 4 quarters. The position peaked at $2K in Q1 2016. 174 funds tracked by Wall St. Rank hold UMBF as of Q2 2016.

  • US Financial Advisors reported no remaining UMB Financial position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 35 UMB Financial shares in Q2 2016, an estimated $2K.
  • US Financial Advisors first reported a position in UMB Financial in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's UMB Financial position peaked at $2K in Q1 2016.
  • 174 funds tracked by Wall St. Rank held UMB Financial as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.