FDx Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,829
| Closed | -$372K | – | 1210 |
|
|
2016
Q4 | $372K | Sell |
4,829
-1,266
| -21% | -$97.5K | 0.01% | 885 |
|
|
2016
Q3 | $362K | Hold |
6,095
| – | – | 0.02% | 719 |
|
|
2016
Q2 | $324K | Sell |
6,095
-24
| -0.4% | -$1.28K | 0.01% | 730 |
|
|
2016
Q1 | $316K | Buy |
6,119
+190
| +3% | +$9.81K | 0.01% | 716 |
|
|
2015
Q4 | $276K | Sell |
5,929
-233
| -4% | -$10.8K | 0.01% | 738 |
|
|
2015
Q3 | $313K | Buy |
6,162
+337
| +6% | +$17.1K | 0.03% | 607 |
|
|
2015
Q2 | $332K | Sell |
5,825
-475
| -8% | -$27.1K | 0.02% | 712 |
|
|
2015
Q1 | $333K | Sell |
6,300
-3
| -0% | -$159 | 0.01% | 1162 |
|
|
2014
Q4 | $359K | Sell |
6,303
-943
| -13% | -$53.7K | 0.02% | 666 |
|
|
2014
Q3 | $395K | Buy |
7,246
+653
| +10% | +$35.6K | 0.03% | 675 |
|
|
2014
Q2 | $418K | Sell |
6,593
-191
| -3% | -$12.1K | 0.03% | 649 |
|
|
2014
Q1 | $439K | Buy |
6,784
+941
| +16% | +$60.9K | 0.04% | 478 |
|
|
2013
Q4 | $376K | Buy |
+5,843
| New | +$376K | 0.04% | 442 |
|