TF
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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

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State Street
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VVP
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
SAM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return