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Personal Capital Advisors’s Tompkins Financial TMP Stock Holding History

Personal Capital 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
Q1 		– Sell
-2,430
Closed -$222K – 401
2019
Q4 		$222K Sell
2,430
-2,610
-52% -$226K ﹤0.01% 375
2019
Q3 		$408K Buy
+5,040
New +$403K ﹤0.01% 266

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Personal Capital Advisors's TMP Position: Q1 2020 in Review

Personal Capital Advisors sold out of Tompkins Financial (TMP) in Q1 2020, closing a stake of 2,430 shares — an estimated $222K sold.

Personal Capital Advisors first reported a position in TMP in Q3 2019 and held it in 2 quarters. The position peaked at $408K in Q3 2019. 143 funds tracked by Wall St. Rank hold TMP as of Q1 2020.

  • Personal Capital Advisors reported no remaining Tompkins Financial position as of Q1 2020 after selling out during the quarter.
  • Personal Capital Advisors sold 2,430 Tompkins Financial shares in Q1 2020, an estimated $222K.
  • Personal Capital Advisors first reported a position in Tompkins Financial in Q3 2019 and held it in 2 quarters.
  • Personal Capital Advisors's Tompkins Financial position peaked at $408K in Q3 2019.
  • 143 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2020.

Based on Personal Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.