TF
EIC

Tompkins Financial’s Eagle Point Income Co EIC Stock Holding History

Tompkins Financial’s Portfolio EIC Stock Details EIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-300
Closed -$5K – 603
2024
Q1 		$5K Hold
300
– – ﹤0.01% 548
2023
Q4 		$4.37K Hold
300
– – ﹤0.01% 557
2023
Q3 		$4.28K Hold
300
– – ﹤0.01% 516
2023
Q2 		$3.96K Hold
300
– – ﹤0.01% 532
2023
Q1 		$4.23K Hold
300
– – ﹤0.01% 548
2022
Q4 		$4K Hold
300
– – ﹤0.01% 539
2022
Q3 		$4K Buy
+300
New +$4.78K ﹤0.01% 531

Other funds holding EIC

EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Tompkins Financial's EIC Position: Q2 2024 in Review

Tompkins Financial sold out of Eagle Point Income Co (EIC) in Q2 2024, closing a stake of 300 shares — an estimated $5K sold.

Tompkins Financial first reported a position in EIC in Q3 2022 and held it in 7 quarters. The position peaked at $5K in Q1 2024. 23 funds tracked by Wall St. Rank hold EIC as of Q2 2024.

  • Tompkins Financial reported no remaining Eagle Point Income Co position as of Q2 2024 after selling out during the quarter.
  • Tompkins Financial sold 300 Eagle Point Income Co shares in Q2 2024, an estimated $5K.
  • Tompkins Financial first reported a position in Eagle Point Income Co in Q3 2022 and held it in 7 quarters.
  • Tompkins Financial's Eagle Point Income Co position peaked at $5K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held Eagle Point Income Co as of Q2 2024.

Based on Tompkins Financial's 13F filing for Q2 2024, filed 17 Jul 2024.