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

Other funds holding TMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Joel Isaacson & Co's TMP Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Tompkins Financial (TMP) in Q1 2017, closing a stake of 1,000 shares — an estimated $95K sold.

Joel Isaacson & Co first reported a position in TMP in Q2 2013 and held it in 15 quarters. The position peaked at $95K in Q4 2016. 127 funds tracked by Wall St. Rank hold TMP as of Q1 2017.

Joel Isaacson & Co reported no remaining Tompkins Financial position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 1,000 Tompkins Financial shares in Q1 2017, an estimated $95K.
Joel Isaacson & Co first reported a position in Tompkins Financial in Q2 2013 and held it in 15 quarters.
Joel Isaacson & Co's Tompkins Financial position peaked at $95K in Q4 2016.
127 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.