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EWM
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
–
620
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
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$5.7T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
TF
Tompkins Financial
Ithaca, New York
$1.26B AUM
18.75%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
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
Invesco
Atlanta, Georgia
$653B AUM
32.41%
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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