Capital Bank & Trust’s Tompkins Financial TMP Stock Holding History

Capital Bank & Trust’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	–	Sell	-24	Closed	-$2K	–	835
2019 Q3	$2K	Buy	+24	New	+$1.92K	﹤0.01%	730

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 $12.2B AUM 12.45% 1-Year Est. Return

Capital Bank & Trust's TMP Position: Q4 2019 in Review

Capital Bank & Trust sold out of Tompkins Financial (TMP) in Q4 2019, closing a stake of 24 shares — an estimated $2K sold.

Capital Bank & Trust first reported a position in TMP in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 153 funds tracked by Wall St. Rank hold TMP as of Q4 2019.

Capital Bank & Trust reported no remaining Tompkins Financial position as of Q4 2019 after selling out during the quarter.
Capital Bank & Trust sold 24 Tompkins Financial shares in Q4 2019, an estimated $2K.
Capital Bank & Trust first reported a position in Tompkins Financial in Q3 2019 and held it in 1 quarter.
Capital Bank & Trust's Tompkins Financial position peaked at $2K in Q3 2019.
153 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2019.

Based on Capital Bank & Trust's 13F filing for Q4 2019, filed 18 Feb 2020.