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Washington Trust Bank’s UMB Financial UMBF Stock Holding History

Washington Trust Bank’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
-23
Closed -$1K – 1107
2016
Q3 		$1K Buy
+23
New +$1.32K ﹤0.01% 976

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

Washington Trust Bank's UMBF Position: Q4 2016 in Review

Washington Trust Bank sold out of UMB Financial (UMBF) in Q4 2016, closing a stake of 23 shares — an estimated $1K sold.

Washington Trust Bank first reported a position in UMBF in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 222 funds tracked by Wall St. Rank hold UMBF as of Q4 2016.

  • Washington Trust Bank reported no remaining UMB Financial position as of Q4 2016 after selling out during the quarter.
  • Washington Trust Bank sold 23 UMB Financial shares in Q4 2016, an estimated $1K.
  • Washington Trust Bank first reported a position in UMB Financial in Q3 2016 and held it in 1 quarter.
  • Washington Trust Bank's UMB Financial position peaked at $1K in Q3 2016.
  • 222 funds tracked by Wall St. Rank held UMB Financial as of Q4 2016.

Based on Washington Trust Bank's 13F filing for Q4 2016, filed 17 Jan 2017.