LS Investment Advisors’s Tompkins Financial TMP Stock Holding History

LS Investment 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
2020 Q3	–	Sell	-383	Closed	-$25K	–	1400
2020 Q2	$25K	Hold	383	–	–	﹤0.01%	1344
2020 Q1	$27K	Hold	383	–	–	﹤0.01%	1282
2019 Q4	$35K	Hold	383	–	–	﹤0.01%	1416
2019 Q3	$31K	Hold	383	–	–	﹤0.01%	1430
2019 Q2	$31K	Hold	383	–	–	﹤0.01%	1430
2019 Q1	$29K	Hold	383	–	–	﹤0.01%	1439
2018 Q4	$29K	Hold	383	–	–	﹤0.01%	1410
2018 Q3	$31K	Hold	383	–	–	﹤0.01%	1471
2018 Q2	$33K	Hold	383	–	–	﹤0.01%	1447
2018 Q1	$29K	Hold	383	–	–	﹤0.01%	1464
2017 Q4	$31K	Sell	383 -636	-62%	-$54K	﹤0.01%	1442
2017 Q3	$88K	Buy	1,019 +168	+20%	+$13.1K	0.01%	1188
2017 Q2	$67K	Hold	851	–	–	﹤0.01%	1268
2017 Q1	$69K	Buy	851 +390	+85%	+$34.3K	﹤0.01%	1240
2016 Q4	$44K	Buy	461 +41	+10%	+$3.43K	﹤0.01%	1311
2016 Q3	$32K	Hold	420	–	–	﹤0.01%	1379
2016 Q2	$27K	Buy	420 +19	+5%	+$1.25K	﹤0.01%	1420
2016 Q1	$26K	Hold	401	–	–	﹤0.01%	1399
2015 Q4	$23K	Hold	401	–	–	﹤0.01%	1443
2015 Q3	$21K	Hold	401	–	–	﹤0.01%	1465
2015 Q2	$22K	Buy	+401	New	+$21.2K	﹤0.01%	1490

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

LS Investment Advisors's TMP Position: Q3 2020 in Review

LS Investment Advisors sold out of Tompkins Financial (TMP) in Q3 2020, closing a stake of 383 shares — an estimated $25K sold.

LS Investment Advisors first reported a position in TMP in Q2 2015 and held it in 21 quarters. The position peaked at $88K in Q3 2017. 137 funds tracked by Wall St. Rank hold TMP as of Q3 2020.

LS Investment Advisors reported no remaining Tompkins Financial position as of Q3 2020 after selling out during the quarter.
LS Investment Advisors sold 383 Tompkins Financial shares in Q3 2020, an estimated $25K.
LS Investment Advisors first reported a position in Tompkins Financial in Q2 2015 and held it in 21 quarters.
LS Investment Advisors's Tompkins Financial position peaked at $88K in Q3 2017.
137 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.