Tompkins Financial’s iShares CMBS ETF CMBS Stock Holding History

Tompkins Financial’s Portfolio CMBS Stock Details CMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-50	Closed	-$3K	–	381
2020 Q1	$3K	Buy	+50	New	+$2.68K	﹤0.01%	374

Other funds holding CMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

Tompkins Financial's CMBS Position: Q2 2020 in Review

Tompkins Financial sold out of iShares CMBS ETF (CMBS) in Q2 2020, closing a stake of 50 shares — an estimated $3K sold.

Tompkins Financial first reported a position in CMBS in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 66 funds tracked by Wall St. Rank hold CMBS as of Q2 2020.

Tompkins Financial reported no remaining iShares CMBS ETF position as of Q2 2020 after selling out during the quarter.
Tompkins Financial sold 50 iShares CMBS ETF shares in Q2 2020, an estimated $3K.
Tompkins Financial first reported a position in iShares CMBS ETF in Q1 2020 and held it in 1 quarter.
Tompkins Financial's iShares CMBS ETF position peaked at $3K in Q1 2020.
66 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2020.

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