Clinton Group’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,472
| Closed | -$469K | – | 475 |
|
|
2018
Q1 | $469K | Buy |
+6,472
| New | +$469K | 0.05% | 279 |
|
|
2017
Q1 | – | Sell |
-7,010
| Closed | -$541K | – | 1055 |
|
|
2016
Q4 | $541K | Buy |
+7,010
| New | +$541K | 0.03% | 554 |
|
|
2016
Q1 | – | Sell |
-8,524
| Closed | -$397K | – | 1014 |
|
|
2015
Q4 | $397K | Sell |
8,524
-9,904
| -54% | -$461K | 0.03% | 570 |
|
|
2015
Q3 | $936K | Buy |
18,428
+2,918
| +19% | +$148K | 0.09% | 317 |
|
|
2015
Q2 | $884K | Buy |
15,510
+9,135
| +143% | +$521K | 0.12% | 240 |
|
|
2015
Q1 | $337K | Buy |
6,375
+1,963
| +44% | +$104K | 0.09% | 333 |
|
|
2014
Q4 | $251K | Buy |
+4,412
| New | +$251K | 0.08% | 377 |
|