AHL Partners’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $334K | Buy |
+4,646
| New | +$334K | 0.01% | 1150 |
|
|
2017
Q2 | – | Sell |
-9,898
| Closed | -$745K | – | 1236 |
|
|
2017
Q1 | $745K | Buy |
9,898
+2,971
| +43% | +$224K | 0.02% | 869 |
|
|
2016
Q4 | $534K | Sell |
6,927
-63,966
| -90% | -$4.93M | 0.02% | 811 |
|
|
2016
Q3 | $4.22M | Buy |
+70,893
| New | +$4.22M | 0.16% | 206 |
|
|
2016
Q1 | – | Sell |
-6,759
| Closed | -$315K | – | 828 |
|
|
2015
Q4 | $315K | Buy |
+6,759
| New | +$315K | 0.02% | 601 |
|
|
2015
Q3 | – | Sell |
-93,028
| Closed | -$5.31M | – | 815 |
|
|
2015
Q2 | $5.31M | Buy |
+93,028
| New | +$5.31M | 0.21% | 151 |
|
|
2014
Q4 | – | Sell |
-16,449
| Closed | -$897K | – | 815 |
|
|
2014
Q3 | $897K | Buy |
+16,449
| New | +$897K | 0.07% | 370 |
|