TF
IRR

Tompkins Financial’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

Tompkins Financial’s Portfolio IRR Stock Details IRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-375
Closed -$2K – 591
2016
Q1 		$2K Buy
+375
New +$1.93K ﹤0.01% 473

Other funds holding IRR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Tompkins Financial's IRR Position: Q2 2016 in Review

Tompkins Financial sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q2 2016, closing a stake of 375 shares — an estimated $2K sold.

Tompkins Financial first reported a position in IRR in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 35 funds tracked by Wall St. Rank hold IRR as of Q2 2016.

  • Tompkins Financial reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q2 2016 after selling out during the quarter.
  • Tompkins Financial sold 375 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q2 2016, an estimated $2K.
  • Tompkins Financial first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q1 2016 and held it in 1 quarter.
  • Tompkins Financial's VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $2K in Q1 2016.
  • 35 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q2 2016.

Based on Tompkins Financial's 13F filing for Q2 2016, filed 13 Jul 2016.