Berman Capital Advisors’s UMB Financial UMBF Stock Holding History

Berman Capital Advisors’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
2021 Q3	$2K	Buy
2020 Q3	–	Hold
2020 Q2	–	Hold
2019 Q3	–	Hold
2019 Q2	–	Sell
2019 Q1	$1K	Buy