TF
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Tompkins Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Tompkins Financial’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-182
Closed -$9K – 424
2017
Q4 		$9K Buy
+182
New +$8.73K ﹤0.01% 327
2016
Q1 		– Sell
-7,740
Closed -$293K – 505
2015
Q4 		$293K Buy
+7,740
New +$295K 0.09% 143
2015
Q1 		– Sell
-8,538
Closed -$327K – 530
2014
Q4 		$327K Buy
+8,538
New +$319K 0.08% 135
2014
Q1 		– Sell
-3,496
Closed -$121K – 520
2013
Q4 		$121K Buy
+3,496
New +$116K 0.03% 179

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Goldman Sachs
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Morgan Stanley
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Ameriprise
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US Bancorp
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JMPWA
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Cambridge Investment Research Advisors
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