Tompkins Financial’s TD Ameritrade Holding Corp AMTD Stock Holding History

Tompkins Financial’s Portfolio AMTD Stock Details AMTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-54	Closed	-$2K	–	580
2016 Q1	$2K	Hold	54	–	–	﹤0.01%	469
2015 Q4	$2K	Hold	54	–	–	﹤0.01%	494
2015 Q3	$2K	Hold	54	–	–	﹤0.01%	484
2015 Q2	$2K	Hold	54	–	–	﹤0.01%	489
2015 Q1	$2K	Hold	54	–	–	﹤0.01%	514
2014 Q4	$2K	Buy	+54	New	+$1.83K	﹤0.01%	458

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tompkins Financial's AMTD Position: Q2 2016 in Review

Tompkins Financial sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2016, closing a stake of 54 shares — an estimated $2K sold.

Tompkins Financial first reported a position in AMTD in Q4 2014 and held it in 6 quarters. The position peaked at $2K in Q1 2016. 283 funds tracked by Wall St. Rank hold AMTD as of Q2 2016.

Tompkins Financial reported no remaining TD Ameritrade Holding Corp position as of Q2 2016 after selling out during the quarter.
Tompkins Financial sold 54 TD Ameritrade Holding Corp shares in Q2 2016, an estimated $2K.
Tompkins Financial first reported a position in TD Ameritrade Holding Corp in Q4 2014 and held it in 6 quarters.
Tompkins Financial's TD Ameritrade Holding Corp position peaked at $2K in Q1 2016.
283 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2016.

Based on Tompkins Financial's 13F filing for Q2 2016, filed 13 Jul 2016.