Cornerstone Capital Management Holdings’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-10,346
| Closed | -$550K | – | 1467 |
|
|
2016
Q2 | $550K | Buy |
10,346
+2,556
| +33% | +$136K | ﹤0.01% | 1016 |
|
|
2016
Q1 | $402K | Sell |
7,790
-900
| -10% | -$46.4K | ﹤0.01% | 1088 |
|
|
2015
Q4 | $405K | Sell |
8,690
-510
| -6% | -$23.8K | ﹤0.01% | 1078 |
|
|
2015
Q3 | $467K | Buy |
9,200
+300
| +3% | +$15.2K | ﹤0.01% | 1032 |
|
|
2015
Q2 | $507K | Buy |
8,900
+300
| +3% | +$17.1K | ﹤0.01% | 995 |
|
|
2015
Q1 | $455K | Buy |
+8,600
| New | +$455K | ﹤0.01% | 1040 |
|
|
2014
Q2 | – | Sell |
-15,300
| Closed | -$990K | – | 1402 |
|
|
2014
Q1 | $990K | Sell |
15,300
-3,700
| -19% | -$239K | 0.01% | 882 |
|
|
2013
Q4 | $1.22M | Buy |
+19,000
| New | +$1.22M | 0.01% | 786 |
|