UMB BANK N A/MO

Q4 2013 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
12/31/2013
Date filed
2/5/2014
Form type
13F-HR
Num holdings
299
Total value ($000)
$1,822,933
Net value change ($000)
—
New positions
299
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: — Next filing: 4/30/2014 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
Mississippi Lime CO 302,526 —
UMBF 139,541 —
XOM 40,526 —
AAPL 40,184 —
VFC 37,894 —
CVX 31,397 —
GE 27,831 —
Highway Oil Inc 25,425 —
BA 24,907 —
JNJ 24,301 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type