World Asset Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,835
| Closed | -$211K | – | 1528 |
|
|
2017
Q3 | $211K | Buy |
2,835
+66
| +2% | +$4.91K | 0.01% | 1356 |
|
|
2017
Q2 | $207K | Buy |
2,769
+43
| +2% | +$3.22K | 0.01% | 1332 |
|
|
2017
Q1 | $205K | Buy |
2,726
+65
| +2% | +$4.89K | 0.01% | 1284 |
|
|
2016
Q4 | $205K | Buy |
+2,661
| New | +$205K | 0.01% | 1241 |
|
|
2013
Q4 | – | Sell |
-4,099
| Closed | -$223K | – | 1639 |
|
|
2013
Q3 | $223K | Sell |
4,099
-178
| -4% | -$9.68K | 0.01% | 1463 |
|
|
2013
Q2 | $238K | Buy |
+4,277
| New | +$238K | 0.01% | 1473 |
|