UR
UMBF icon

USCA RIA’s UMB Financial UMBF Stock Holding History

USCA RIA’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
Q4 		– Sell
-31,629
Closed -$1.88M – 409
2016
Q3 		$1.88M Buy
+31,629
New +$1.81M 0.31% 97
2016
Q2 		– Sell
-28,373
Closed -$1.47M – 391
2016
Q1 		$1.47M Buy
+28,373
New +$1.36M 0.27% 109

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USCA RIA's UMBF Position: Q4 2016 in Review

USCA RIA sold out of UMB Financial (UMBF) in Q4 2016, closing a stake of 31,629 shares — an estimated $1.88M sold.

USCA RIA first reported a position in UMBF in Q1 2016 and held it in 2 quarters. The position peaked at $1.88M in Q3 2016. 222 funds tracked by Wall St. Rank hold UMBF as of Q4 2016.

  • USCA RIA reported no remaining UMB Financial position as of Q4 2016 after selling out during the quarter.
  • USCA RIA sold 31,629 UMB Financial shares in Q4 2016, an estimated $1.88M.
  • USCA RIA first reported a position in UMB Financial in Q1 2016 and held it in 2 quarters.
  • USCA RIA's UMB Financial position peaked at $1.88M in Q3 2016.
  • 222 funds tracked by Wall St. Rank held UMB Financial as of Q4 2016.

Based on USCA RIA's 13F filing for Q4 2016, filed 9 Feb 2017.