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RJFSA
Raymond James Financial Services Advisors’s
Tompkins Financial
TMP
Stock Holding History
Raymond James Financial Services 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
2018
Q4
–
Sell
-2,540
Closed
-$206K
–
2826
2018
Q3
$206K
Buy
2,540
+2
+0.1%
+$173
﹤0.01%
2520
2018
Q2
$218K
Buy
+2,538
New
+$208K
﹤0.01%
2427
2018
Q1
–
Sell
-2,535
Closed
-$206K
–
2724
2017
Q4
$206K
Buy
2,535
+2
+0.1%
+$170
﹤0.01%
2250
2017
Q3
$218K
Buy
+2,533
New
+$197K
﹤0.01%
2222
2017
Q2
–
Sell
-2,507
Closed
-$202K
–
2578
2017
Q1
$202K
Buy
2,507
+204
+9%
+$17.9K
﹤0.01%
2131
2016
Q4
$218K
Sell
2,303
-342
-13%
-$28.6K
﹤0.01%
2007
2016
Q3
$202K
Sell
2,645
-948
-26%
-$67.8K
﹤0.01%
2034
2016
Q2
$234K
Sell
3,593
-836
-19%
-$54.8K
﹤0.01%
1886
2016
Q1
$283K
Buy
+4,429
New
+$253K
﹤0.01%
1585
Other funds holding TMP
BlackRock
New York
$5.7T 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
TF
Tompkins Financial
Ithaca, New York
$1.26B AUM
18.75%
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
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
CPIA
Cornell Pochily Investment Advisors
Ithaca, New York
$340M AUM
20.94%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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