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JIC
Joel Isaacson & Co’s
Tompkins Financial
TMP
Stock Holding History
Joel Isaacson & Co’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
Q1
–
Sell
-1,000
Closed
-$95K
–
499
2016
Q4
$95K
Hold
1,000
–
–
0.02%
227
2016
Q3
$76K
Hold
1,000
–
–
0.02%
268
2016
Q2
$65K
Hold
1,000
–
–
0.01%
292
2016
Q1
$64K
Hold
1,000
–
–
0.01%
307
2015
Q4
$56K
Hold
1,000
–
–
0.01%
312
2015
Q3
$53K
Hold
1,000
–
–
0.01%
326
2015
Q2
$54K
Hold
1,000
–
–
0.01%
351
2015
Q1
$54K
Hold
1,000
–
–
0.01%
347
2014
Q4
$55K
Hold
1,000
–
–
0.01%
314
2014
Q3
$44K
Hold
1,000
–
–
0.01%
324
2014
Q2
$48K
Hold
1,000
–
–
0.02%
311
2014
Q1
$49K
Hold
1,000
–
–
0.02%
301
2013
Q4
$51K
Hold
1,000
–
–
0.02%
268
2013
Q3
$46K
Hold
1,000
–
–
0.02%
269
2013
Q2
$45K
Buy
+1,000
New
+$41.8K
0.02%
240
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TF
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$1.26B AUM
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1-Year Est. Return
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1-Year Est. Return
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BTW
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$12.2B AUM
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1-Year Est. Return
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$653B AUM
32.41%
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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