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Tompkins Financial’s Factset FDS Stock Holding History

Tompkins Financial’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-32
Closed -$6K – 412
2017
Q3 		$6K Buy
+32
New +$5.22K ﹤0.01% 354
2016
Q4 		– Sell
-80
Closed -$13K – 385
2016
Q3 		$13K Hold
80
– – ﹤0.01% 307
2016
Q2 		$13K Buy
+80
New +$12.4K ﹤0.01% 367
2014
Q1 		– Sell
-353
Closed -$38K – 523
2013
Q4 		$38K Buy
+353
New +$39.2K 0.01% 309

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Tompkins Financial's FDS Position: Q4 2017 in Review

Tompkins Financial sold out of Factset (FDS) in Q4 2017, closing a stake of 32 shares — an estimated $6K sold.

Tompkins Financial first reported a position in FDS in Q4 2013 and held it in 4 quarters. The position peaked at $38K in Q4 2013. 409 funds tracked by Wall St. Rank hold FDS as of Q4 2017.

  • Tompkins Financial reported no remaining Factset position as of Q4 2017 after selling out during the quarter.
  • Tompkins Financial sold 32 Factset shares in Q4 2017, an estimated $6K.
  • Tompkins Financial first reported a position in Factset in Q4 2013 and held it in 4 quarters.
  • Tompkins Financial's Factset position peaked at $38K in Q4 2013.
  • 409 funds tracked by Wall St. Rank held Factset as of Q4 2017.

Based on Tompkins Financial's 13F filing for Q4 2017, filed 24 Jan 2018.