Capstone Asset Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $308K | Buy |
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|
2017
Q1 | $289K | Buy |
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|
2016
Q4 | $293K | Sell |
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|
2016
Q3 | $841K | Buy |
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|
2016
Q2 | $745K | Buy |
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|
2016
Q1 | $680K | Sell |
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|
2015
Q4 | $645K | Buy |
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|
2015
Q3 | $684K | Buy |
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|
2015
Q2 | $713K | Sell |
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|
2015
Q1 | $913K | Buy |
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|
2014
Q4 | $957K | Sell |
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|
2014
Q3 | $1.06M | Buy |
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|
2014
Q2 | $1.22M | Buy |
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|
2014
Q1 | $1.06M | Sell |
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|
2013
Q4 | $1.08M | Buy |
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|
2013
Q3 | $909K | Buy |
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|
2013
Q2 | $886K | Buy |
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