WesBanco Bank’s UMB Financial UMBF Stock Holding History

WesBanco 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
2015 Q2	–	Sell	-10,000	Closed	-$529K	–	542
2015 Q1	$529K	Hold	10,000	–	–	0.03%	318
2014 Q4	$569K	Hold	10,000	–	–	0.03%	312
2014 Q3	$546K	Sell	10,000 -900	-8%	-$51.9K	0.03%	324
2014 Q2	$691K	Sell	10,900 -50	-0.5%	-$2.98K	0.04%	293
2014 Q1	$708K	Hold	10,950	–	–	0.04%	298
2013 Q4	$704K	Sell	10,950 -50	-0.5%	-$3.04K	0.04%	295
2013 Q3	$598K	Sell	11,000 -50	-0.5%	-$2.92K	0.04%	304
2013 Q2	$615K	Buy	+11,050	New	+$563K	0.04%	286

Other funds holding UMBF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KAM

Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WesBanco Bank's UMBF Position: Q2 2015 in Review

WesBanco Bank sold out of UMB Financial (UMBF) in Q2 2015, closing a stake of 10,000 shares — an estimated $529K sold.

WesBanco Bank first reported a position in UMBF in Q2 2013 and held it in 8 quarters. The position peaked at $708K in Q1 2014. 169 funds tracked by Wall St. Rank hold UMBF as of Q2 2015.

WesBanco Bank reported no remaining UMB Financial position as of Q2 2015 after selling out during the quarter.
WesBanco Bank sold 10,000 UMB Financial shares in Q2 2015, an estimated $529K.
WesBanco Bank first reported a position in UMB Financial in Q2 2013 and held it in 8 quarters.
WesBanco Bank's UMB Financial position peaked at $708K in Q1 2014.
169 funds tracked by Wall St. Rank held UMB Financial as of Q2 2015.

Based on WesBanco Bank's 13F filing for Q2 2015, filed 5 Aug 2015.