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Sonora Investment Management’s Tompkins Financial TMP Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-54
Closed -$3K – 1132
2015
Q3 		$3K Buy
+54
New +$2.88K ﹤0.01% 917

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
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Sonora Investment Management's TMP Position: Q4 2015 in Review

Sonora Investment Management sold out of Tompkins Financial (TMP) in Q4 2015, closing a stake of 54 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in TMP in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 130 funds tracked by Wall St. Rank hold TMP as of Q4 2015.

  • Sonora Investment Management reported no remaining Tompkins Financial position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 54 Tompkins Financial shares in Q4 2015, an estimated $3K.
  • Sonora Investment Management first reported a position in Tompkins Financial in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Tompkins Financial position peaked at $3K in Q3 2015.
  • 130 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.