Tompkins Financial’s Everest Group EG Stock Holding History

Tompkins Financial’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-27	Closed	-$6K	–	367
2016 Q4	$6K	Hold	27	–	–	﹤0.01%	336
2016 Q3	$5K	Hold	27	–	–	﹤0.01%	343
2016 Q2	$5K	Hold	27	–	–	﹤0.01%	443
2016 Q1	$5K	Hold	27	–	–	﹤0.01%	433
2015 Q4	$5K	Hold	27	–	–	﹤0.01%	459
2015 Q3	$5K	Hold	27	–	–	﹤0.01%	452
2015 Q2	$5K	Hold	27	–	–	﹤0.01%	457
2015 Q1	$5K	Buy	+27	New	+$4.74K	﹤0.01%	472
2014 Q3	–	Sell	-4	Closed	-$1K	–	491
2014 Q2	$1K	Hold	4	–	–	﹤0.01%	500
2014 Q1	$1K	Buy	+4	New	+$591	﹤0.01%	490

Other funds holding EG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Tompkins Financial's EG Position: Q1 2017 in Review

Tompkins Financial sold out of Everest Group (EG) in Q1 2017, closing a stake of 27 shares — an estimated $6K sold.

Tompkins Financial first reported a position in EG in Q1 2014 and held it in 10 quarters. The position peaked at $6K in Q4 2016. 387 funds tracked by Wall St. Rank hold EG as of Q1 2017.

Tompkins Financial reported no remaining Everest Group position as of Q1 2017 after selling out during the quarter.
Tompkins Financial sold 27 Everest Group shares in Q1 2017, an estimated $6K.
Tompkins Financial first reported a position in Everest Group in Q1 2014 and held it in 10 quarters.
Tompkins Financial's Everest Group position peaked at $6K in Q4 2016.
387 funds tracked by Wall St. Rank held Everest Group as of Q1 2017.

Based on Tompkins Financial's 13F filing for Q1 2017, filed 17 Apr 2017.