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Weaver C. Barksdale & Associates’s UMB Financial UMBF Stock Holding History

Weaver C. Barksdale & Associates’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
Q4 		$5K Sell
69
-10
-13% -$735 0.01% 377
2017
Q3 		$6K Buy
79
+6
+8% +$420 0.01% 359
2017
Q2 		$5K Buy
73
+5
+7% +$366 0.01% 382
2017
Q1 		$5K Buy
68
+28
+70% +$2.14K 0.01% 389
2016
Q4 		$3K Buy
+40
New +$2.78K ﹤0.01% 455

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Weaver C. Barksdale & Associates's UMBF Position: Q4 2017 in Review

Weaver C. Barksdale & Associates reduced its UMB Financial (UMBF) stake by 13% in Q4 2017, selling an estimated $735 and leaving 69 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #377.

Weaver C. Barksdale & Associates first reported a position in UMBF in Q4 2016 and has held it in 5 quarters since. The position peaked at $6K in Q3 2017. 208 funds tracked by Wall St. Rank hold UMBF as of Q4 2017.

  • Weaver C. Barksdale & Associates held 69 shares of UMB Financial worth $5K as of Q4 2017.
  • Weaver C. Barksdale & Associates sold 10 UMB Financial shares in Q4 2017, an estimated $735.
  • UMB Financial made up 0.01% of Weaver C. Barksdale & Associates's portfolio in Q4 2017, its #377 holding.
  • Weaver C. Barksdale & Associates first reported a position in UMB Financial in Q4 2016 and has held it in 5 quarters since.
  • Weaver C. Barksdale & Associates's UMB Financial position peaked at $6K in Q3 2017.
  • 208 funds tracked by Wall St. Rank held UMB Financial as of Q4 2017.

Based on Weaver C. Barksdale & Associates's 13F filing for Q4 2017, filed 10 Jan 2018.