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Emerald Mutual Fund Advisers Trust’s Tompkins Financial TMP Stock Holding History

Emerald Mutual Fund Advisers 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
2013
Q4 		– Sell
-7,520
Closed -$348K – 223
2013
Q3 		$348K Hold
7,520
– – 0.05% 184
2013
Q2 		$340K Buy
+7,520
New +$314K 0.06% 171

Other funds holding TMP

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Emerald Mutual Fund Advisers Trust's TMP Position: Q4 2013 in Review

Emerald Mutual Fund Advisers Trust sold out of Tompkins Financial (TMP) in Q4 2013, closing a stake of 7,520 shares — an estimated $348K sold.

Emerald Mutual Fund Advisers Trust first reported a position in TMP in Q2 2013 and held it in 2 quarters. The position peaked at $348K in Q3 2013. 103 funds tracked by Wall St. Rank hold TMP as of Q4 2013.

  • Emerald Mutual Fund Advisers Trust reported no remaining Tompkins Financial position as of Q4 2013 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 7,520 Tompkins Financial shares in Q4 2013, an estimated $348K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Tompkins Financial in Q2 2013 and held it in 2 quarters.
  • Emerald Mutual Fund Advisers Trust's Tompkins Financial position peaked at $348K in Q3 2013.
  • 103 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2013.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2013, filed 30 Jan 2014.