Ziegler Piermont Small Cap Value Fund UMBF Holdings History
Ziegler Piermont Small Cap Value Fund's UMB Financial Corp Holding Summary
As of 2021-06-30, Trust for Advised Portfolios held 490.00 shares of UMB Financial Corp(UMBF), totaling $45,600.00. This investment constitutes 1.36% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding UMB Financial Corp(UMBF) stock.
The initial trade took place in 2020Q3. And since then Ziegler Piermont Small Cap Value Fund has made 1 purchases of UMBF, at an average price of $70.97, for a total of 515.00 shares. In addition, there have been 1 sales at an average price of $94.94 for 25.00 shares. Based on historical transaction data and UMBF's current price of $109.73, Ziegler Piermont Small Cap Value Fund's estimated gain on his UMBF holdings is $19,592.97, reflecting a 53.61% gain to date.
Ziegler Piermont Small Cap Value Fund UMBF ($109.73) Holding Chart
Ziegler Piermont Small Cap Value Fund UMBF ($109.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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