Waddell & Reed Financial’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-73,266
| Closed | -$5.52M | – | 550 |
|
|
2017
Q1 | $5.52M | Sell |
73,266
-27,200
| -27% | -$2.05M | 0.01% | 478 |
|
|
2016
Q4 | $7.75M | Buy |
+100,466
| New | +$7.75M | 0.02% | 458 |
|
|
2016
Q1 | – | Sell |
-1,070,668
| Closed | -$49.8M | – | 630 |
|
|
2015
Q4 | $49.8M | Sell |
1,070,668
-19,618
| -2% | -$913K | 0.08% | 210 |
|
|
2015
Q3 | $55.4M | Sell |
1,090,286
-8,110
| -0.7% | -$412K | 0.09% | 205 |
|
|
2015
Q2 | $62.6M | Sell |
1,098,396
-25,470
| -2% | -$1.45M | 0.09% | 204 |
|
|
2015
Q1 | $59.4M | Sell |
1,123,866
-640
| -0.1% | -$33.8K | 0.08% | 211 |
|
|
2014
Q4 | $64M | Hold |
1,124,506
| – | – | 0.09% | 201 |
|
|
2014
Q3 | $61.3M | Sell |
1,124,506
-460
| -0% | -$25.1K | 0.08% | 205 |
|
|
2014
Q2 | $71.3M | Sell |
1,124,966
-186,360
| -14% | -$11.8M | 0.1% | 202 |
|
|
2014
Q1 | $84.8M | Sell |
1,311,326
-25,120
| -2% | -$1.63M | 0.13% | 170 |
|
|
2013
Q4 | $85.9M | Buy |
1,336,446
+162,906
| +14% | +$10.5M | 0.14% | 163 |
|
|
2013
Q3 | $63.8M | Buy |
1,173,540
+45,400
| +4% | +$2.47M | 0.12% | 178 |
|
|
2013
Q2 | $62.8M | Buy |
+1,128,140
| New | +$62.8M | 0.13% | 167 |
|