Advisor Group’s Tompkins Financial TMP Stock Holding History

Advisor Group’s Portfolio TMP Stock Details TMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$67K	Hold	740	–	–	﹤0.01%	3220
2019 Q3	$60K	Hold	740	–	–	﹤0.01%	3252
2019 Q2	$60K	Hold	740	–	–	﹤0.01%	3236
2019 Q1	$56K	Buy	740 +58	+9%	+$4.5K	﹤0.01%	3302
2018 Q4	$52K	Buy	682 +21	+3%	+$1.61K	﹤0.01%	3152
2018 Q3	$54K	Hold	661	–	–	﹤0.01%	3234
2018 Q2	$56K	Hold	661	–	–	﹤0.01%	3013
2018 Q1	$50K	Sell	661 -20	-3%	-$1.61K	﹤0.01%	3065
2017 Q4	$55K	Buy	681 +122	+22%	+$10.4K	﹤0.01%	3012
2017 Q3	$48K	Sell	559 -219	-28%	-$17K	﹤0.01%	2976
2017 Q2	$61K	Sell	778 -359	-32%	-$28.9K	﹤0.01%	2685
2017 Q1	$92K	Sell	1,137 -202	-15%	-$17.8K	﹤0.01%	2224
2016 Q4	$127K	Sell	1,339 -12,898	-91%	-$1.08M	﹤0.01%	1909
2016 Q3	$1.09M	Sell	14,237 -913	-6%	-$65.3K	0.03%	604
2016 Q2	$984K	Buy	+15,150	New	+$993K	0.03%	626

Other funds holding TMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Advisor Group's TMP Position: Q4 2019 in Review

Advisor Group held its Tompkins Financial (TMP) position steady in Q4 2019 at 740 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #3220.

Advisor Group first reported a position in TMP in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.09M in Q3 2016. 153 funds tracked by Wall St. Rank hold TMP as of Q4 2019.

Advisor Group held 740 shares of Tompkins Financial worth $67K as of Q4 2019.
Advisor Group left its Tompkins Financial share count unchanged in Q4 2019.
Tompkins Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3220 holding.
Advisor Group first reported a position in Tompkins Financial in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Tompkins Financial position peaked at $1.09M in Q3 2016.
153 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.