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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 – 2348
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

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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CPIA
Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Stratos Wealth Partners's TMP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Tompkins Financial (TMP) in Q4 2018, closing a stake of 78 shares — an estimated $6K sold.

Stratos Wealth Partners first reported a position in TMP in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 135 funds tracked by Wall St. Rank hold TMP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Tompkins Financial position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 78 Tompkins Financial shares in Q4 2018, an estimated $6K.
  • Stratos Wealth Partners first reported a position in Tompkins Financial in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Tompkins Financial position peaked at $6K in Q3 2018.
  • 135 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.