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Tompkins Financial’s Affiliated Managers Group AMG Stock Holding History

Tompkins Financial’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,115
Closed -$66K – 374
2020
Q1 		$66K Sell
1,115
-60
-5% -$4.5K 0.02% 210
2019
Q4 		$100K Sell
1,175
-110
-9% -$9.02K 0.02% 199
2019
Q3 		$107K Hold
1,285
– – 0.02% 175
2019
Q2 		$118K Hold
1,285
– – 0.02% 174
2019
Q1 		$138K Sell
1,285
-65
-5% -$6.91K 0.03% 170
2018
Q4 		$132K Hold
1,350
– – 0.03% 177
2018
Q3 		$185K Hold
1,350
– – 0.04% 171
2018
Q2 		$201K Hold
1,350
– – 0.04% 170
2018
Q1 		$256K Hold
1,350
– – 0.06% 158
2017
Q4 		$277K Hold
1,350
– – 0.06% 152
2017
Q3 		$256K Sell
1,350
-470
-26% -$83.6K 0.06% 151
2017
Q2 		$302K Hold
1,820
– – 0.08% 132
2017
Q1 		$298K Buy
1,820
+1,580
+658% +$250K 0.08% 129
2016
Q4 		$35K Sell
240
-1,530
-86% -$222K 0.01% 243
2016
Q3 		$256K Sell
1,770
-270
-13% -$38.7K 0.07% 132
2016
Q2 		$287K Hold
2,040
– – 0.08% 134
2016
Q1 		$331K Buy
2,040
+315
+18% +$43.9K 0.1% 128
2015
Q4 		$276K Sell
1,725
-160
-8% -$27.5K 0.09% 146
2015
Q3 		$322K Buy
1,885
+1,725
+1,078% +$339K 0.1% 131
2015
Q2 		$35K Buy
+160
New +$35.6K 0.01% 321
2015
Q1 		– Sell
-515
Closed -$109K – 525
2014
Q4 		$109K Buy
515
+370
+255% +$73.5K 0.03% 186
2014
Q3 		$29K Buy
145
+142
+4,733% +$29K 0.01% 317
2014
Q2 		$1K Hold
3
– – ﹤0.01% 494
2014
Q1 		$1K Buy
+3
New +$589 ﹤0.01% 484

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Tompkins Financial's AMG Position: Q2 2020 in Review

Tompkins Financial sold out of Affiliated Managers Group (AMG) in Q2 2020, closing a stake of 1,115 shares — an estimated $66K sold.

Tompkins Financial first reported a position in AMG in Q1 2014 and held it in 24 quarters. The position peaked at $331K in Q1 2016. 291 funds tracked by Wall St. Rank hold AMG as of Q2 2020.

  • Tompkins Financial reported no remaining Affiliated Managers Group position as of Q2 2020 after selling out during the quarter.
  • Tompkins Financial sold 1,115 Affiliated Managers Group shares in Q2 2020, an estimated $66K.
  • Tompkins Financial first reported a position in Affiliated Managers Group in Q1 2014 and held it in 24 quarters.
  • Tompkins Financial's Affiliated Managers Group position peaked at $331K in Q1 2016.
  • 291 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2020.

Based on Tompkins Financial's 13F filing for Q2 2020, filed 29 Jul 2020.