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JOYN Advisors’s Tompkins Financial TMP Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-39
Closed -$3K – 1277
2018
Q4 		$3K Sell
39
-28
-42% -$2.14K ﹤0.01% 1423
2018
Q3 		$5K Buy
67
+3
+5% +$259 ﹤0.01% 1211
2018
Q2 		$5K Buy
64
+59
+1,180% +$4.84K ﹤0.01% 1153
2018
Q1 		$0 Buy
+5
New +$402 ﹤0.01% 1406

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

JOYN Advisors's TMP Position: Q1 2019 in Review

JOYN Advisors sold out of Tompkins Financial (TMP) in Q1 2019, closing a stake of 39 shares — an estimated $3K sold.

JOYN Advisors first reported a position in TMP in Q1 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 138 funds tracked by Wall St. Rank hold TMP as of Q1 2019.

  • JOYN Advisors reported no remaining Tompkins Financial position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 39 Tompkins Financial shares in Q1 2019, an estimated $3K.
  • JOYN Advisors first reported a position in Tompkins Financial in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Tompkins Financial position peaked at $5K in Q3 2018.
  • 138 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.