WIL
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Winifred I. Li’s UMB Financial UMBF Stock Holding History

Winifred I. Li’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
2014
Q4 		$78K Hold
1,370
– – 0.07% 218
2014
Q3 		$75K Sell
1,370
-60
-4% -$3.46K 0.07% 224
2014
Q2 		$91K Buy
1,430
+600
+72% +$35.8K 0.08% 213
2014
Q1 		$54K Hold
830
– – 0.05% 276
2013
Q4 		$53K Buy
830
+420
+102% +$25.5K 0.05% 274
2013
Q3 		$22K Buy
+410
New +$23.9K 0.02% 329

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Winifred I. Li's UMBF Position: Q4 2014 in Review

Winifred I. Li held its UMB Financial (UMBF) position steady in Q4 2014 at 1,370 shares worth $78K. The position accounts for 0.07% of the portfolio, ranked #218.

Winifred I. Li first reported a position in UMBF in Q3 2013 and has held it in 6 quarters since. The position peaked at $91K in Q2 2014. 173 funds tracked by Wall St. Rank hold UMBF as of Q4 2014.

  • Winifred I. Li held 1,370 shares of UMB Financial worth $78K as of Q4 2014.
  • Winifred I. Li left its UMB Financial share count unchanged in Q4 2014.
  • UMB Financial made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #218 holding.
  • Winifred I. Li first reported a position in UMB Financial in Q3 2013 and has held it in 6 quarters since.
  • Winifred I. Li's UMB Financial position peaked at $91K in Q2 2014.
  • 173 funds tracked by Wall St. Rank held UMB Financial as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.