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Guggenheim Capital’s Tompkins Financial TMP Stock Holding History

Guggenheim Capital’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
2017
Q4 		– Sell
-8,946
Closed -$770K – 2806
2017
Q3 		$770K Buy
8,946
+668
+8% +$51.9K ﹤0.01% 2222
2017
Q2 		$652K Sell
8,278
-403
-5% -$32.5K ﹤0.01% 2312
2017
Q1 		$699K Sell
8,681
-942
-10% -$82.8K ﹤0.01% 2268
2016
Q4 		$910K Buy
+9,623
New +$806K ﹤0.01% 2193

Other funds holding TMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
CPIA
Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Guggenheim Capital's TMP Position: Q4 2017 in Review

Guggenheim Capital sold out of Tompkins Financial (TMP) in Q4 2017, closing a stake of 8,946 shares — an estimated $770K sold.

Guggenheim Capital first reported a position in TMP in Q4 2016 and held it in 4 quarters. The position peaked at $910K in Q4 2016. 137 funds tracked by Wall St. Rank hold TMP as of Q4 2017.

  • Guggenheim Capital reported no remaining Tompkins Financial position as of Q4 2017 after selling out during the quarter.
  • Guggenheim Capital sold 8,946 Tompkins Financial shares in Q4 2017, an estimated $770K.
  • Guggenheim Capital first reported a position in Tompkins Financial in Q4 2016 and held it in 4 quarters.
  • Guggenheim Capital's Tompkins Financial position peaked at $910K in Q4 2016.
  • 137 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2017.

Based on Guggenheim Capital's 13F filing for Q4 2017, filed 14 Feb 2018.