VFA
UMBF icon

Virtus Fund Advisers’s UMB Financial UMBF Stock Holding History

Virtus Fund Advisers’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
-647,865
Closed -$50.2M – 554
2016
Q4 		$50.2M Sell
647,865
-158,666
-20% -$11M 0.42% 94
2016
Q3 		$48.1M Sell
806,531
-19,800
-2% -$1.13M 0.43% 94
2016
Q2 		$43.3M Sell
826,331
-27,226
-3% -$1.48M 0.39% 94
2016
Q1 		$44.3M Buy
853,557
+25,190
+3% +$1.21M 0.39% 107
2015
Q4 		$38.8M Sell
828,367
-24,051
-3% -$1.21M 0.34% 111
2015
Q3 		$43.5M Buy
852,418
+3,200
+0.4% +$169K 0.38% 103
2015
Q2 		$48.4M Sell
849,218
-26,020
-3% -$1.4M 0.36% 101
2015
Q1 		$46.3M Sell
875,238
-55,893
-6% -$2.9M 0.35% 110
2014
Q4 		$53M Buy
931,131
+22,557
+2% +$1.27M 0.39% 94
2014
Q3 		$49.6M Sell
908,574
-5,946
-0.7% -$343K 0.38% 104
2014
Q2 		$58M Buy
+914,520
New +$54.5M 0.41% 98

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

Virtus Fund Advisers's UMBF Position: Q1 2017 in Review

Virtus Fund Advisers sold out of UMB Financial (UMBF) in Q1 2017, closing a stake of 647,865 shares — an estimated $50.2M sold.

Virtus Fund Advisers first reported a position in UMBF in Q2 2014 and held it in 11 quarters. The position peaked at $58M in Q2 2014. 220 funds tracked by Wall St. Rank hold UMBF as of Q1 2017.

  • Virtus Fund Advisers reported no remaining UMB Financial position as of Q1 2017 after selling out during the quarter.
  • Virtus Fund Advisers sold 647,865 UMB Financial shares in Q1 2017, an estimated $50.2M.
  • Virtus Fund Advisers first reported a position in UMB Financial in Q2 2014 and held it in 11 quarters.
  • Virtus Fund Advisers's UMB Financial position peaked at $58M in Q2 2014.
  • 220 funds tracked by Wall St. Rank held UMB Financial as of Q1 2017.

Based on Virtus Fund Advisers's 13F filing for Q1 2017, filed 9 May 2017.