MFG
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Magnus Financial Group’s Tompkins Financial TMP Stock Holding History

Magnus Financial Group’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
Q2 		– Sell
-3,983
Closed -$286K – 755
2020
Q1 		$286K Hold
3,983
– – 0.04% 293
2019
Q4 		$364K Hold
3,983
– – 0.05% 231
2019
Q3 		$323K Hold
3,983
– – 0.06% 227
2019
Q2 		$325K Hold
3,983
– – 0.06% 215
2019
Q1 		$303K Sell
3,983
-265
-6% -$20.6K 0.06% 232
2018
Q4 		$319K Buy
+4,248
New +$325K 0.08% 165

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Magnus Financial Group's TMP Position: Q2 2020 in Review

Magnus Financial Group sold out of Tompkins Financial (TMP) in Q2 2020, closing a stake of 3,983 shares — an estimated $286K sold.

Magnus Financial Group first reported a position in TMP in Q4 2018 and held it in 6 quarters. The position peaked at $364K in Q4 2019. 138 funds tracked by Wall St. Rank hold TMP as of Q2 2020.

  • Magnus Financial Group reported no remaining Tompkins Financial position as of Q2 2020 after selling out during the quarter.
  • Magnus Financial Group sold 3,983 Tompkins Financial shares in Q2 2020, an estimated $286K.
  • Magnus Financial Group first reported a position in Tompkins Financial in Q4 2018 and held it in 6 quarters.
  • Magnus Financial Group's Tompkins Financial position peaked at $364K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2020.

Based on Magnus Financial Group's 13F filing for Q2 2020, filed 11 Aug 2020.