ETrade Capital Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,725
| Closed | -$256K | – | 864 |
|
|
2019
Q4 | $256K | Sell |
3,725
-194
| -5% | -$13.3K | 0.01% | 713 |
|
|
2019
Q3 | $253K | Buy |
+3,919
| New | +$253K | 0.01% | 720 |
|
|
2018
Q4 | – | Sell |
-3,810
| Closed | -$270K | – | 826 |
|
|
2018
Q3 | $270K | Buy |
+3,810
| New | +$270K | 0.01% | 718 |
|
|
2014
Q2 | – | Sell |
-443
| Closed | -$29K | – | 682 |
|
|
2014
Q1 | $29K | Buy |
443
+73
| +20% | +$4.78K | ﹤0.01% | 617 |
|
|
2013
Q4 | $24K | Sell |
370
-9
| -2% | -$584 | ﹤0.01% | 579 |
|
|
2013
Q3 | $21K | Buy |
379
+154
| +68% | +$8.53K | ﹤0.01% | 544 |
|
|
2013
Q2 | $13K | Buy |
+225
| New | +$13K | ﹤0.01% | 590 |
|