Capstone Asset Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $308K | Buy |
4,113
+280
| +7% | +$21K | 0.01% | 1242 |
|
|
2017
Q1 | $289K | Buy |
3,833
+30
| +0.8% | +$2.26K | 0.01% | 1317 |
|
|
2016
Q4 | $293K | Sell |
3,803
-10,350
| -73% | -$797K | 0.01% | 1333 |
|
|
2016
Q3 | $841K | Buy |
14,153
+160
| +1% | +$9.51K | 0.02% | 658 |
|
|
2016
Q2 | $745K | Buy |
13,993
+820
| +6% | +$43.7K | 0.02% | 696 |
|
|
2016
Q1 | $680K | Sell |
13,173
-690
| -5% | -$35.6K | 0.02% | 735 |
|
|
2015
Q4 | $645K | Buy |
13,863
+410
| +3% | +$19.1K | 0.02% | 762 |
|
|
2015
Q3 | $684K | Buy |
13,453
+950
| +8% | +$48.3K | 0.02% | 718 |
|
|
2015
Q2 | $713K | Sell |
12,503
-4,750
| -28% | -$271K | 0.02% | 735 |
|
|
2015
Q1 | $913K | Buy |
17,253
+430
| +3% | +$22.8K | 0.03% | 706 |
|
|
2014
Q4 | $957K | Sell |
16,823
-2,650
| -14% | -$151K | 0.03% | 668 |
|
|
2014
Q3 | $1.06M | Buy |
19,473
+260
| +1% | +$14.2K | 0.04% | 553 |
|
|
2014
Q2 | $1.22M | Buy |
19,213
+2,811
| +17% | +$178K | 0.04% | 525 |
|
|
2014
Q1 | $1.06M | Sell |
16,402
-400
| -2% | -$25.9K | 0.03% | 590 |
|
|
2013
Q4 | $1.08M | Buy |
16,802
+83
| +0.5% | +$5.34K | 0.03% | 608 |
|
|
2013
Q3 | $909K | Buy |
16,719
+800
| +5% | +$43.5K | 0.02% | 832 |
|
|
2013
Q2 | $886K | Buy |
+15,919
| New | +$886K | 0.02% | 779 |
|