SWP
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Stratos Wealth Partners’s Tompkins Financial TMP Stock Holding History

Stratos Wealth Partners’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
-78
Closed -$6K – 2349
2018
Q3 		$6K Buy
+78
New +$6.74K ﹤0.01% 2403
2018
Q2 		– Sell
-78
Closed -$6K – 2432
2018
Q1 		$6K Hold
78
– – ﹤0.01% 2561
2017
Q4 		$6K Buy
+78
New +$6.62K ﹤0.01% 2349

Other funds holding TMP

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TF
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State Street
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CPIA
Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return