Pinnacle Summer Investments’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $448K | Buy |
9,608
+4,804
| +100% | +$224K | 0.07% | 133 |
|
|
2015
Q3 | $243K | Hold |
4,804
| – | – | 0.04% | 257 |
|
|
2015
Q2 | $274K | Hold |
4,804
| – | – | 0.06% | 161 |
|
|
2015
Q1 | $254K | Hold |
4,804
| – | – | 0.04% | 274 |
|
|
2014
Q4 | $233K | Hold |
4,804
| – | – | 0.03% | 293 |
|
|
2014
Q3 | $262K | Hold |
4,804
| – | – | 0.03% | 299 |
|
|
2014
Q2 | $272K | Hold |
4,804
| – | – | 0.03% | 275 |
|
|
2014
Q1 | $282K | Hold |
4,804
| – | – | 0.04% | 232 |
|
|
2013
Q4 | $309K | Hold |
4,804
| – | – | 0.04% | 214 |
|
|
2013
Q3 | $261K | Hold |
4,804
| – | – | 0.05% | 209 |
|
|
2013
Q2 | $267K | Buy |
+4,804
| New | +$267K | 0.07% | 189 |
|