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Edge Wealth Management’s Tompkins Financial TMP Stock Holding History

Edge Wealth Management’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
2020
Q3 		– Sell
-100
Closed -$6K – 617
2020
Q2 		$6K Hold
100
– – ﹤0.01% 535
2020
Q1 		$7K Hold
100
– – ﹤0.01% 437
2019
Q4 		$9K Hold
100
– – ﹤0.01% 436
2019
Q3 		$8K Hold
100
– – ﹤0.01% 439
2019
Q2 		$8K Hold
100
– – ﹤0.01% 447
2019
Q1 		$8K Hold
100
– – ﹤0.01% 430
2018
Q4 		$8K Hold
100
– – ﹤0.01% 428
2018
Q3 		$8K Hold
100
– – ﹤0.01% 465
2018
Q2 		$9K Hold
100
– – ﹤0.01% 435
2018
Q1 		$8K Hold
100
– – ﹤0.01% 416
2017
Q4 		$8K Hold
100
– – ﹤0.01% 405
2017
Q3 		$9K Hold
100
– – ﹤0.01% 387
2017
Q2 		$8K Hold
100
– – ﹤0.01% 395
2017
Q1 		$8K Hold
100
– – ﹤0.01% 376
2016
Q4 		$9K Hold
100
– – ﹤0.01% 352
2016
Q3 		$8K Sell
100
-10
-9% -$715 ﹤0.01% 363
2016
Q2 		$7K Hold
110
– – ﹤0.01% 344
2016
Q1 		$7K Buy
110
+100
+1,000% +$5.7K ﹤0.01% 319
2015
Q4 		$1K Hold
10
– – ﹤0.01% 439
2015
Q3 		$1K Hold
10
– – ﹤0.01% 442
2015
Q2 		$1K Hold
10
– – ﹤0.01% 414
2015
Q1 		$1K Buy
+10
New +$526 ﹤0.01% 425

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Edge Wealth Management's TMP Position: Q3 2020 in Review

Edge Wealth Management sold out of Tompkins Financial (TMP) in Q3 2020, closing a stake of 100 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in TMP in Q1 2015 and held it in 22 quarters. The position peaked at $9K in Q4 2019. 137 funds tracked by Wall St. Rank hold TMP as of Q3 2020.

  • Edge Wealth Management reported no remaining Tompkins Financial position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 100 Tompkins Financial shares in Q3 2020, an estimated $6K.
  • Edge Wealth Management first reported a position in Tompkins Financial in Q1 2015 and held it in 22 quarters.
  • Edge Wealth Management's Tompkins Financial position peaked at $9K in Q4 2019.
  • 137 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.