AIM
TMP icon

Assured Investment Management’s Tompkins Financial TMP Stock Holding History

Assured Investment Management’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
Q1 		– Sell
-5,735
Closed -$430K – 1359
2018
Q4 		$430K Sell
5,735
-1,735
-23% -$133K 0.01% 706
2018
Q3 		$606K Buy
7,470
+2,642
+55% +$228K 0.01% 705
2018
Q2 		$415K Buy
4,828
+2,058
+74% +$169K 0.01% 859
2018
Q1 		$210K Buy
+2,770
New +$223K ﹤0.01% 969

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Assured Investment Management's TMP Position: Q1 2019 in Review

Assured Investment Management sold out of Tompkins Financial (TMP) in Q1 2019, closing a stake of 5,735 shares — an estimated $430K sold.

Assured Investment Management first reported a position in TMP in Q1 2018 and held it in 4 quarters. The position peaked at $606K in Q3 2018. 138 funds tracked by Wall St. Rank hold TMP as of Q1 2019.

  • Assured Investment Management reported no remaining Tompkins Financial position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 5,735 Tompkins Financial shares in Q1 2019, an estimated $430K.
  • Assured Investment Management first reported a position in Tompkins Financial in Q1 2018 and held it in 4 quarters.
  • Assured Investment Management's Tompkins Financial position peaked at $606K in Q3 2018.
  • 138 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.