Piedmont Investment Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,997
| Closed | -$274K | – | 890 |
|
|
2019
Q4 | $274K | Sell |
3,997
-599
| -13% | -$41.1K | 0.01% | 791 |
|
|
2019
Q3 | $297K | Sell |
4,596
-1,044
| -19% | -$67.5K | 0.01% | 743 |
|
|
2019
Q2 | $371K | Buy |
+5,640
| New | +$371K | 0.01% | 678 |
|
|
2018
Q3 | – | Sell |
-787
| Closed | -$60K | – | 2211 |
|
|
2018
Q2 | $60K | Buy |
+787
| New | +$60K | ﹤0.01% | 1233 |
|
|
2017
Q3 | – | Sell |
-28,614
| Closed | -$2.14M | – | 804 |
|
|
2017
Q2 | $2.14M | Buy |
28,614
+8,664
| +43% | +$649K | 0.05% | 259 |
|
|
2017
Q1 | $1.5M | Buy |
+19,950
| New | +$1.5M | 0.03% | 275 |
|