Marshall Wace North America’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-42,348
| Closed | -$3.05M | – | 1710 |
|
2017
Q4 | $3.05M | Buy |
42,348
+34,370
| +431% | +$2.47M | 0.02% | 719 |
|
2017
Q3 | $590K | Buy |
+7,978
| New | +$590K | ﹤0.01% | 1042 |
|
2013
Q4 | $607K | Buy |
+9,447
| New | +$607K | 0.01% | 485 |
|
2013
Q3 | – | Sell |
-5,133
| Closed | -$286K | – | 713 |
|
2013
Q2 | $286K | Buy |
+5,133
| New | +$286K | 0.02% | 367 |
|