Wellington Shields & Co’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 |
-20,000
| Closed | -$1.51M | – | 146 |
|
|
2017
Q1 | $1.51M | Hold |
20,000
| – | – | 0.45% | 29 |
|
|
2016
Q4 | $1.54M | Hold |
20,000
| – | – | 0.81% | 29 |
|
|
2016
Q3 | $1.19M | Hold |
20,000
| – | – | 0.6% | 32 |
|
|
2016
Q2 | $1.06M | Hold |
20,000
| – | – | 0.66% | 29 |
|
|
2016
Q1 | $1.03M | Hold |
20,000
| – | – | 0.69% | 29 |
|
|
2015
Q4 | $931K | Hold |
20,000
| – | – | 0.62% | 30 |
|
|
2015
Q3 | $1.02M | Hold |
20,000
| – | – | 0.77% | 27 |
|
|
2015
Q2 | $1.14M | Hold |
20,000
| – | – | 0.38% | 27 |
|
|
2015
Q1 | $1.06M | Hold |
20,000
| – | – | 0.62% | 30 |
|
|
2014
Q4 | $1.14M | Hold |
20,000
| – | – | 0.65% | 28 |
|
|
2014
Q3 | $1.09M | Hold |
20,000
| – | – | 0.69% | 26 |
|
|
2014
Q2 | $1.27M | Hold |
20,000
| – | – | 0.79% | 21 |
|
|
2014
Q1 | $1.29M | Hold |
20,000
| – | – | 0.82% | 21 |
|
|
2013
Q4 | $1.29M | Hold |
20,000
| – | – | 0.87% | 20 |
|
|
2013
Q3 | $1.09M | Hold |
20,000
| – | – | 0.86% | 20 |
|
|
2013
Q2 | $1.11K | Buy |
+20,000
| New | +$1.11K | 0.03% | 25 |
|