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Rational Advisors’s Tompkins Financial TMP Stock Holding History

Rational 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
2016
Q4 		– Sell
-2,825
Closed -$216K – 304
2016
Q3 		$216K Hold
2,825
– – 0.14% 121
2016
Q2 		$184K Hold
2,825
– – 0.13% 110
2016
Q1 		$181K Buy
+2,825
New +$161K 0.12% 147

Other funds holding TMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Rational Advisors's TMP Position: Q4 2016 in Review

Rational Advisors sold out of Tompkins Financial (TMP) in Q4 2016, closing a stake of 2,825 shares — an estimated $216K sold.

Rational Advisors first reported a position in TMP in Q1 2016 and held it in 3 quarters. The position peaked at $216K in Q3 2016. 144 funds tracked by Wall St. Rank hold TMP as of Q4 2016.

  • Rational Advisors reported no remaining Tompkins Financial position as of Q4 2016 after selling out during the quarter.
  • Rational Advisors sold 2,825 Tompkins Financial shares in Q4 2016, an estimated $216K.
  • Rational Advisors first reported a position in Tompkins Financial in Q1 2016 and held it in 3 quarters.
  • Rational Advisors's Tompkins Financial position peaked at $216K in Q3 2016.
  • 144 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2016.

Based on Rational Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.