Ladenburg Thalmann Financial Services’s Tompkins Financial TMP Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$27K	Hold	301	–	–	﹤0.01%	3964
2019 Q3	$24K	Hold	301	–	–	﹤0.01%	3932
2019 Q2	$25K	Sell	301 -100	-25%	-$7.93K	﹤0.01%	3924
2019 Q1	$31K	Buy	401 +100	+33%	+$7.76K	﹤0.01%	3736
2018 Q4	$23K	Hold	301	–	–	﹤0.01%	3790
2018 Q3	$24K	Hold	301	–	–	﹤0.01%	3809
2018 Q2	$23K	Hold	301	–	–	﹤0.01%	3756
2018 Q1	$23K	Buy	301 +49	+19%	+$3.94K	﹤0.01%	3756
2017 Q4	$21K	Hold	252	–	–	﹤0.01%	3774
2017 Q3	$22K	Sell	252 -66	-21%	-$5.13K	﹤0.01%	3632
2017 Q2	$25K	Hold	318	–	–	﹤0.01%	3472
2017 Q1	$25K	Hold	318	–	–	﹤0.01%	3415
2016 Q4	$30K	Buy	318 +1	+0.3%	+$84	﹤0.01%	3213
2016 Q3	$24K	Hold	317	–	–	﹤0.01%	3285
2016 Q2	$20K	Sell	317 -7	-2%	-$459	﹤0.01%	3337
2016 Q1	$21K	Hold	324	–	–	﹤0.01%	3216
2015 Q4	$19K	Buy	324 +252	+350%	+$14.5K	﹤0.01%	3275
2015 Q3	$4K	Buy	72 +38	+112%	+$2.02K	﹤0.01%	4051
2015 Q2	$2K	Buy	+34	New	+$1.8K	﹤0.01%	4372

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

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

Ladenburg Thalmann Financial Services's TMP Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Tompkins Financial (TMP) position steady in Q4 2019 at 301 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #3964.

Ladenburg Thalmann Financial Services first reported a position in TMP in Q2 2015 and has held it in 19 quarters since. The position peaked at $31K in Q1 2019. 153 funds tracked by Wall St. Rank hold TMP as of Q4 2019.

Ladenburg Thalmann Financial Services held 301 shares of Tompkins Financial worth $27K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Tompkins Financial share count unchanged in Q4 2019.
Tompkins Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3964 holding.
Ladenburg Thalmann Financial Services first reported a position in Tompkins Financial in Q2 2015 and has held it in 19 quarters since.
Ladenburg Thalmann Financial Services's Tompkins Financial position peaked at $31K in Q1 2019.
153 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.