WRF
UMBF icon

Waddell & Reed Financial’s UMB Financial UMBF Stock Holding History

Waddell & Reed Financial’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
Q2 		– Sell
-73,266
Closed -$5.52M – 554
2017
Q1 		$5.52M Sell
73,266
-27,200
-27% -$2.08M 0.01% 478
2016
Q4 		$7.75M Buy
+100,466
New +$6.98M 0.02% 458
2016
Q1 		– Sell
-1,070,668
Closed -$49.8M – 637
2015
Q4 		$49.8M Sell
1,070,668
-19,618
-2% -$990K 0.08% 210
2015
Q3 		$55.4M Sell
1,090,286
-8,110
-0.7% -$428K 0.09% 205
2015
Q2 		$62.6M Sell
1,098,396
-25,470
-2% -$1.37M 0.09% 205
2015
Q1 		$59.4M Sell
1,123,866
-640
-0.1% -$33.2K 0.08% 211
2014
Q4 		$64M Hold
1,124,506
– – 0.09% 201
2014
Q3 		$61.3M Sell
1,124,506
-460
-0% -$26.6K 0.08% 205
2014
Q2 		$71.3M Sell
1,124,966
-186,360
-14% -$11.1M 0.1% 202
2014
Q1 		$84.8M Sell
1,311,326
-25,120
-2% -$1.57M 0.13% 170
2013
Q4 		$85.9M Buy
1,336,446
+162,906
+14% +$9.89M 0.14% 163
2013
Q3 		$63.8M Buy
1,173,540
+45,400
+4% +$2.65M 0.12% 178
2013
Q2 		$62.8M Buy
+1,128,140
New +$57.5M 0.13% 167

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Waddell & Reed Financial's UMBF Position: Q2 2017 in Review

Waddell & Reed Financial sold out of UMB Financial (UMBF) in Q2 2017, closing a stake of 73,266 shares — an estimated $5.52M sold.

Waddell & Reed Financial first reported a position in UMBF in Q2 2013 and held it in 13 quarters. The position peaked at $85.9M in Q4 2013. 209 funds tracked by Wall St. Rank hold UMBF as of Q2 2017.

  • Waddell & Reed Financial reported no remaining UMB Financial position as of Q2 2017 after selling out during the quarter.
  • Waddell & Reed Financial sold 73,266 UMB Financial shares in Q2 2017, an estimated $5.52M.
  • Waddell & Reed Financial first reported a position in UMB Financial in Q2 2013 and held it in 13 quarters.
  • Waddell & Reed Financial's UMB Financial position peaked at $85.9M in Q4 2013.
  • 209 funds tracked by Wall St. Rank held UMB Financial as of Q2 2017.

Based on Waddell & Reed Financial's 13F filing for Q2 2017, filed 14 Aug 2017.