Independent Portfolio Consultants’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $958K | Sell |
12,800
-1,145
| -8% | -$85.7K | 0.4% | 54 |
|
|
2017
Q1 | $1.05M | Buy |
13,945
+600
| +4% | +$45.2K | 0.36% | 74 |
|
|
2016
Q4 | $1.03M | Sell |
13,345
-155
| -1% | -$12K | 0.34% | 84 |
|
|
2016
Q3 | $803K | Buy |
13,500
+1,550
| +13% | +$92.2K | 0.25% | 125 |
|
|
2016
Q2 | $636K | Buy |
11,950
+4,380
| +58% | +$233K | 0.2% | 177 |
|
|
2016
Q1 | $391K | Buy |
7,570
+650
| +9% | +$33.6K | 0.11% | 251 |
|
|
2015
Q4 | $322K | Sell |
6,920
-6,870
| -50% | -$320K | 0.1% | 262 |
|
|
2015
Q3 | $701K | Buy |
13,790
+85
| +0.6% | +$4.32K | 0.15% | 190 |
|
|
2015
Q2 | $781K | Buy |
13,705
+1,565
| +13% | +$89.2K | 0.16% | 190 |
|
|
2015
Q1 | $642K | Buy |
12,140
+2,910
| +32% | +$154K | 0.13% | 207 |
|
|
2014
Q4 | $525K | Buy |
9,230
+5,005
| +118% | +$285K | 0.11% | 244 |
|
|
2014
Q3 | $230K | Buy |
4,225
+180
| +4% | +$9.8K | 0.06% | 447 |
|
|
2014
Q2 | $256K | Buy |
4,045
+495
| +14% | +$31.3K | 0.07% | 406 |
|
|
2014
Q1 | $229K | Sell |
3,550
-300
| -8% | -$19.4K | 0.07% | 415 |
|
|
2013
Q4 | $247K | Sell |
3,850
-690
| -15% | -$44.3K | 0.09% | 400 |
|
|
2013
Q3 | $247K | Buy |
4,540
+55
| +1% | +$2.99K | 0.1% | 392 |
|
|
2013
Q2 | $250K | Buy |
+4,485
| New | +$250K | 0.11% | 373 |
|