TF
ONEQ icon

Tompkins Financial’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Tompkins Financial’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,540
Closed -$69K – 436
2017
Q4 		$69K Buy
+2,540
New +$67.5K 0.02% 207

Other funds holding ONEQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.23B AUM 33.63% 1-Year Est. Return

Tompkins Financial's ONEQ Position: Q1 2018 in Review

Tompkins Financial sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2018, closing a stake of 2,540 shares — an estimated $69K sold.

Tompkins Financial first reported a position in ONEQ in Q4 2017 and held it in 1 quarter. The position peaked at $69K in Q4 2017. 84 funds tracked by Wall St. Rank hold ONEQ as of Q1 2018.

  • Tompkins Financial reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2018 after selling out during the quarter.
  • Tompkins Financial sold 2,540 Fidelity Nasdaq Composite Index ETF shares in Q1 2018, an estimated $69K.
  • Tompkins Financial first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2017 and held it in 1 quarter.
  • Tompkins Financial's Fidelity Nasdaq Composite Index ETF position peaked at $69K in Q4 2017.
  • 84 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2018.

Based on Tompkins Financial's 13F filing for Q1 2018, filed 26 Apr 2018.