Johnson Financial Group Inc (Wisconsin)’s Tompkins Financial TMP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q2	–	Sell	-200	Closed	-$16K	–	637
2017 Q1	$16K	Hold	200	–	–	﹤0.01%	543
2016 Q4	$19K	Buy	200 +100	+100%	+$8.37K	﹤0.01%	525
2016 Q3	$8K	Sell	100 -100	-50%	-$7.15K	﹤0.01%	608
2016 Q2	$13K	Hold	200	–	–	﹤0.01%	648
2016 Q1	$13K	Sell	200 -100	-33%	-$5.7K	﹤0.01%	578
2015 Q4	$17K	Sell	300 -350	-54%	-$20.2K	﹤0.01%	566
2015 Q3	$35K	Hold	650	–	–	0.01%	521
2015 Q2	$35K	Hold	650	–	–	0.01%	541
2015 Q1	$35K	Hold	650	–	–	0.01%	558
2014 Q4	$36K	Hold	650	–	–	0.01%	528
2014 Q3	$29K	Hold	650	–	–	0.01%	517
2014 Q2	$31K	Buy	+650	New	+$30.8K	0.01%	512

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 $1.42B AUM 19.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s TMP Position: Q2 2017 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Tompkins Financial (TMP) in Q2 2017, closing a stake of 200 shares — an estimated $16K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in TMP in Q2 2014 and held it in 12 quarters. The position peaked at $36K in Q4 2014. 123 funds tracked by Wall St. Rank hold TMP as of Q2 2017.

Johnson Financial Group Inc (Wisconsin) reported no remaining Tompkins Financial position as of Q2 2017 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 200 Tompkins Financial shares in Q2 2017, an estimated $16K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Tompkins Financial in Q2 2014 and held it in 12 quarters.
Johnson Financial Group Inc (Wisconsin)'s Tompkins Financial position peaked at $36K in Q4 2014.
123 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2017.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2017, filed 10 Aug 2017.