TF
KOL

Tompkins Financial’s VanEck Vectors Coal ETF KOL Stock Holding History

Tompkins Financial’s Portfolio KOL Stock Details KOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-184
Closed -$35K – 560
2013
Q3 		$35K Hold
184
– – 0.01% 300
2013
Q2 		$32K Buy
+184
New +$38.2K 0.01% 303

Other funds holding KOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tompkins Financial's KOL Position: Q4 2013 in Review

Tompkins Financial sold out of VanEck Vectors Coal ETF (KOL) in Q4 2013, closing a stake of 184 shares — an estimated $35K sold.

Tompkins Financial first reported a position in KOL in Q2 2013 and held it in 2 quarters. The position peaked at $35K in Q3 2013. 40 funds tracked by Wall St. Rank hold KOL as of Q4 2013.

  • Tompkins Financial reported no remaining VanEck Vectors Coal ETF position as of Q4 2013 after selling out during the quarter.
  • Tompkins Financial sold 184 VanEck Vectors Coal ETF shares in Q4 2013, an estimated $35K.
  • Tompkins Financial first reported a position in VanEck Vectors Coal ETF in Q2 2013 and held it in 2 quarters.
  • Tompkins Financial's VanEck Vectors Coal ETF position peaked at $35K in Q3 2013.
  • 40 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q4 2013.

Based on Tompkins Financial's 13F filing for Q4 2013, filed 8 Jan 2014.