WAM
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World Asset Management’s UMB Financial UMBF Stock Holding History

World Asset Management’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 		– Sell
-2,835
Closed -$211K – 1527
2017
Q3 		$211K Buy
2,835
+66
+2% +$4.62K 0.01% 1356
2017
Q2 		$207K Buy
2,769
+43
+2% +$3.15K 0.01% 1332
2017
Q1 		$205K Buy
2,726
+65
+2% +$4.97K 0.01% 1284
2016
Q4 		$205K Buy
+2,661
New +$185K 0.01% 1241
2013
Q4 		– Sell
-4,099
Closed -$223K – 1639
2013
Q3 		$223K Sell
4,099
-178
-4% -$10.4K 0.01% 1463
2013
Q2 		$238K Buy
+4,277
New +$218K 0.01% 1473

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

World Asset Management's UMBF Position: Q4 2017 in Review

World Asset Management sold out of UMB Financial (UMBF) in Q4 2017, closing a stake of 2,835 shares — an estimated $211K sold.

World Asset Management first reported a position in UMBF in Q2 2013 and held it in 6 quarters. The position peaked at $238K in Q2 2013. 208 funds tracked by Wall St. Rank hold UMBF as of Q4 2017.

  • World Asset Management reported no remaining UMB Financial position as of Q4 2017 after selling out during the quarter.
  • World Asset Management sold 2,835 UMB Financial shares in Q4 2017, an estimated $211K.
  • World Asset Management first reported a position in UMB Financial in Q2 2013 and held it in 6 quarters.
  • World Asset Management's UMB Financial position peaked at $238K in Q2 2013.
  • 208 funds tracked by Wall St. Rank held UMB Financial as of Q4 2017.

Based on World Asset Management's 13F filing for Q4 2017, filed 19 Jan 2018.