Kaizen Advisory’s Tompkins Financial TMP Stock Holding History

Kaizen Advisory’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
2018 Q3	–	Sell	-13,979	Closed	-$1.2M	–	611
2018 Q2	$1.2M	Buy	13,979 +10,500	+302%	+$862K	0.61%	38
2018 Q1	$264K	Buy	+3,479	New	+$280K	0.26%	76

Other funds holding TMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaizen Advisory's TMP Position: Q3 2018 in Review

Kaizen Advisory sold out of Tompkins Financial (TMP) in Q3 2018, closing a stake of 13,979 shares — an estimated $1.2M sold.

Kaizen Advisory first reported a position in TMP in Q1 2018 and held it in 2 quarters. The position peaked at $1.2M in Q2 2018. 137 funds tracked by Wall St. Rank hold TMP as of Q3 2018.

Kaizen Advisory reported no remaining Tompkins Financial position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 13,979 Tompkins Financial shares in Q3 2018, an estimated $1.2M.
Kaizen Advisory first reported a position in Tompkins Financial in Q1 2018 and held it in 2 quarters.
Kaizen Advisory's Tompkins Financial position peaked at $1.2M in Q2 2018.
137 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.