DIA
TMP icon

Dean Investment Associates’s Tompkins Financial TMP Stock Holding History

Dean Investment Associates’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
2016
Q3 		– Sell
-7,260
Closed -$472K – 208
2016
Q2 		$472K Sell
7,260
-26,540
-79% -$1.74M 0.09% 179
2016
Q1 		$2.16M Sell
33,800
-10
-0% -$570 0.44% 100
2015
Q4 		$1.9M Sell
33,810
-1,335
-4% -$76.9K 0.42% 99
2015
Q3 		$1.88M Sell
35,145
-13,650
-28% -$727K 0.42% 102
2015
Q2 		$2.62M Buy
48,795
+10,515
+27% +$555K 0.59% 55
2015
Q1 		$2.06M Sell
38,280
-75
-0.2% -$3.95K 0.48% 73
2014
Q4 		$2.12M Buy
+38,355
New +$1.89M 0.49% 80

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Dean Investment Associates's TMP Position: Q3 2016 in Review

Dean Investment Associates sold out of Tompkins Financial (TMP) in Q3 2016, closing a stake of 7,260 shares — an estimated $472K sold.

Dean Investment Associates first reported a position in TMP in Q4 2014 and held it in 7 quarters. The position peaked at $2.62M in Q2 2015. 132 funds tracked by Wall St. Rank hold TMP as of Q3 2016.

  • Dean Investment Associates reported no remaining Tompkins Financial position as of Q3 2016 after selling out during the quarter.
  • Dean Investment Associates sold 7,260 Tompkins Financial shares in Q3 2016, an estimated $472K.
  • Dean Investment Associates first reported a position in Tompkins Financial in Q4 2014 and held it in 7 quarters.
  • Dean Investment Associates's Tompkins Financial position peaked at $2.62M in Q2 2015.
  • 132 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2016.

Based on Dean Investment Associates's 13F filing for Q3 2016, filed 15 Nov 2016.