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CIC
Crawford Investment Counsel’s
Tompkins Financial
TMP
Stock Holding History
Crawford Investment Counsel’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
Q2
–
Sell
-11,673
Closed
-$629K
–
252
2015
Q1
$629K
Sell
11,673
-11,617
-50%
-$611K
0.02%
177
2014
Q4
$1.29M
Buy
23,290
+900
+4%
+$44.4K
0.05%
133
2014
Q3
$987K
Buy
22,390
+4,300
+24%
+$196K
0.04%
135
2014
Q2
$872K
Buy
18,090
+2,300
+15%
+$109K
0.03%
148
2014
Q1
$773K
Buy
15,790
+1,200
+8%
+$58K
0.03%
150
2013
Q4
$750K
Buy
14,590
+4,230
+41%
+$206K
0.03%
147
2013
Q3
$479K
Buy
10,360
+730
+8%
+$33.1K
0.02%
170
2013
Q2
$435K
Buy
+9,630
New
+$402K
0.02%
154
Other funds holding TMP
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$6.9T AUM
27.45%
1-Year Est. Return
BFA
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$542B AUM
18.13%
1-Year Est. Return
TF
Tompkins Financial
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$1.43B AUM
24.87%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BIT
BlackRock Institutional Trust
San Francisco, California
$675B AUM
16.07%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BTW
Boston Trust Walden
Boston, Massachusetts
$12.2B AUM
12.45%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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