BWFA
TMP icon

Baltimore-Washington Financial Advisors’s Tompkins Financial TMP Stock Holding History

Baltimore-Washington Financial Advisors’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
2014
Q3 		– Sell
-115
Closed -$6K – 331
2014
Q2 		$6K Buy
+115
New +$5.44K ﹤0.01% 253
2014
Q1 		– Sell
-115
Closed -$6K – 282
2013
Q4 		$6K Buy
+115
New +$5.6K ﹤0.01% 250

Other funds holding TMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Baltimore-Washington Financial Advisors's TMP Position: Q3 2014 in Review

Baltimore-Washington Financial Advisors sold out of Tompkins Financial (TMP) in Q3 2014, closing a stake of 115 shares — an estimated $6K sold.

Baltimore-Washington Financial Advisors first reported a position in TMP in Q4 2013 and held it in 2 quarters. The position peaked at $6K in Q2 2014. 110 funds tracked by Wall St. Rank hold TMP as of Q3 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Tompkins Financial position as of Q3 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 115 Tompkins Financial shares in Q3 2014, an estimated $6K.
  • Baltimore-Washington Financial Advisors first reported a position in Tompkins Financial in Q4 2013 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Tompkins Financial position peaked at $6K in Q2 2014.
  • 110 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.