Gemmer Asset 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
Q2 | – | Sell |
-29
| Closed | -$1K | – | 1373 |
|
|
2020
Q1 | $1K | Buy |
29
+13
| +81% | +$448 | ﹤0.01% | 1215 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1315 |
|
|
2019
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1350 |
|
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1339 |
|
|
2019
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1367 |
|
|
2018
Q4 | $1K | Buy |
16
+3
| +23% | +$188 | ﹤0.01% | 1324 |
|
|
2018
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1366 |
|
|
2018
Q2 | $1K | Buy |
13
+2
| +18% | +$154 | ﹤0.01% | 1374 |
|
|
2018
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1391 |
|
|
2017
Q3 | – | Sell |
-14
| Closed | -$1K | – | 1290 |
|
|
2017
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1224 |
|
|
2016
Q1 | – | Sell |
-109
| Closed | -$5K | – | 1302 |
|
|
2015
Q4 | $5K | Hold |
109
| – | – | ﹤0.01% | 869 |
|
|
2015
Q3 | $6K | Hold |
109
| – | – | ﹤0.01% | 764 |
|
|
2015
Q2 | $6K | Sell |
109
-50
| -31% | -$2.75K | ﹤0.01% | 790 |
|
|
2015
Q1 | $8K | Hold |
159
| – | – | ﹤0.01% | 727 |
|
|
2014
Q4 | $9K | Hold |
159
| – | – | 0.01% | 643 |
|
|
2014
Q3 | $9K | Hold |
159
| – | – | 0.01% | 617 |
|
|
2014
Q2 | $10K | Hold |
159
| – | – | 0.01% | 606 |
|
|
2014
Q1 | $10K | Buy |
+159
| New | +$10K | 0.01% | 591 |
|