Bartlett & Co’s Tompkins Financial TMP Stock Holding History

Bartlett & Co’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
2015 Q1	–	Sell	-26	Closed	-$1K	–	787
2014 Q4	$1K	Buy	+26	New	+$1.28K	﹤0.01%	804

Other funds holding TMP

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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BTW

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bartlett & Co's TMP Position: Q1 2015 in Review

Bartlett & Co sold out of Tompkins Financial (TMP) in Q1 2015, closing a stake of 26 shares — an estimated $1K sold.

Bartlett & Co first reported a position in TMP in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 113 funds tracked by Wall St. Rank hold TMP as of Q1 2015.

Bartlett & Co reported no remaining Tompkins Financial position as of Q1 2015 after selling out during the quarter.
Bartlett & Co sold 26 Tompkins Financial shares in Q1 2015, an estimated $1K.
Bartlett & Co first reported a position in Tompkins Financial in Q4 2014 and held it in 1 quarter.
Bartlett & Co's Tompkins Financial position peaked at $1K in Q4 2014.
113 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2015.

Based on Bartlett & Co's 13F filing for Q1 2015, filed 1 May 2015.