OFI Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $453K | Buy |
8,925
+291
| +3% | +$14.8K | 0.03% | 763 |
|
|
2015
Q2 | $492K | Sell |
8,634
-388
| -4% | -$22.1K | 0.03% | 750 |
|
|
2015
Q1 | $477K | Buy |
9,022
+1,331
| +17% | +$70.4K | 0.03% | 755 |
|
|
2014
Q4 | $438K | Buy |
7,691
+678
| +10% | +$38.6K | 0.03% | 753 |
|
|
2014
Q3 | $383K | Buy |
7,013
+646
| +10% | +$35.3K | 0.03% | 785 |
|
|
2014
Q2 | $404K | Buy |
6,367
+748
| +13% | +$47.5K | 0.03% | 769 |
|
|
2014
Q1 | $364K | Buy |
5,619
+487
| +9% | +$31.5K | 0.03% | 771 |
|
|
2013
Q4 | $330K | Buy |
5,132
+324
| +7% | +$20.8K | 0.03% | 787 |
|
|
2013
Q3 | $261K | Buy |
4,808
+565
| +13% | +$30.7K | 0.03% | 815 |
|
|
2013
Q2 | $236K | Buy |
+4,243
| New | +$236K | 0.02% | 782 |
|