Riverhead Capital Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $336K | Hold |
5,200
| – | – | 0.01% | 903 |
|
|
2019
Q2 | $342K | Hold |
5,200
| – | – | 0.01% | 911 |
|
|
2019
Q1 | $333K | Buy |
5,200
+500
| +11% | +$32K | 0.01% | 887 |
|
|
2018
Q4 | $287K | Hold |
4,700
| – | – | 0.01% | 905 |
|
|
2018
Q3 | $333K | Buy |
4,700
+800
| +21% | +$56.7K | 0.01% | 957 |
|
|
2018
Q2 | $297K | Buy |
3,900
+500
| +15% | +$38.1K | 0.01% | 897 |
|
|
2018
Q1 | $246K | Hold |
3,400
| – | – | 0.01% | 970 |
|
|
2017
Q4 | $245K | Buy |
3,400
+800
| +31% | +$57.6K | 0.01% | 980 |
|
|
2017
Q3 | $194K | Buy |
2,600
+137
| +6% | +$10.2K | 0.01% | 1005 |
|
|
2017
Q2 | $184K | Buy |
2,463
+863
| +54% | +$64.5K | 0.01% | 961 |
|
|
2017
Q1 | $120K | Buy |
1,600
+200
| +14% | +$15K | 0.01% | 924 |
|
|
2016
Q4 | $108K | Hold |
1,400
| – | – | 0.01% | 948 |
|
|
2016
Q3 | $83K | Sell |
1,400
-1,735
| -55% | -$103K | 0.01% | 989 |
|
|
2016
Q2 | $167K | Sell |
3,135
-3,990
| -56% | -$213K | 0.01% | 972 |
|
|
2016
Q1 | $368K | Sell |
7,125
-2,375
| -25% | -$123K | 0.01% | 1018 |
|
|
2015
Q4 | $442K | Buy |
9,500
+6,500
| +217% | +$302K | 0.01% | 953 |
|
|
2015
Q3 | $152K | Buy |
+3,000
| New | +$152K | ﹤0.01% | 835 |
|