Independent Portfolio Consultants’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $958K | Sell |
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|
2017
Q1 | $1.05M | Buy |
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|
2016
Q4 | $1.03M | Sell |
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|
2016
Q3 | $803K | Buy |
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|
2016
Q2 | $636K | Buy |
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|
2016
Q1 | $391K | Buy |
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|
2015
Q4 | $322K | Sell |
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|
2015
Q3 | $701K | Buy |
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|
2015
Q2 | $781K | Buy |
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|
2015
Q1 | $642K | Buy |
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|
2014
Q4 | $525K | Buy |
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|
2014
Q3 | $230K | Buy |
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|
2014
Q2 | $256K | Buy |
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|
2014
Q1 | $229K | Sell |
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|
2013
Q4 | $247K | Sell |
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|
2013
Q3 | $247K | Buy |
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|
2013
Q2 | $250K | Buy |
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