Zacks Investment Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-18,298
| Closed | -$1.4M | – | 608 |
|
|
2018
Q2 | $1.4M | Sell |
18,298
-584
| -3% | -$44.5K | 0.03% | 353 |
|
|
2018
Q1 | $1.37M | Buy |
18,882
+3,388
| +22% | +$245K | 0.03% | 354 |
|
|
2017
Q4 | $1.11M | Sell |
15,494
-122
| -0.8% | -$8.77K | 0.02% | 382 |
|
|
2017
Q3 | $1.16M | Buy |
15,616
+841
| +6% | +$62.6K | 0.03% | 346 |
|
|
2017
Q2 | $1.11M | Sell |
14,775
-847
| -5% | -$63.4K | 0.03% | 346 |
|
|
2017
Q1 | $1.18M | Buy |
+15,622
| New | +$1.18M | 0.03% | 320 |
|
|
2013
Q4 | – | Sell |
-7,725
| Closed | -$420K | – | 747 |
|
|
2013
Q3 | $420K | Sell |
7,725
-385
| -5% | -$20.9K | 0.02% | 399 |
|
|
2013
Q2 | $452K | Buy |
+8,110
| New | +$452K | 0.02% | 331 |
|