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Tompkins Financial’s W.R. Berkley WRB Stock Holding History

Tompkins Financial’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,561
Closed -$63K – 496
2016
Q2 		$63K Hold
3,561
– – 0.02% 224
2016
Q1 		$59K Hold
3,561
– – 0.02% 227
2015
Q4 		$58K Buy
+3,561
New +$58.1K 0.02% 263

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Tompkins Financial's WRB Position: Q3 2016 in Review

Tompkins Financial sold out of W.R. Berkley (WRB) in Q3 2016, closing a stake of 3,561 shares — an estimated $63K sold.

Tompkins Financial first reported a position in WRB in Q4 2015 and held it in 3 quarters. The position peaked at $63K in Q2 2016. 346 funds tracked by Wall St. Rank hold WRB as of Q3 2016.

  • Tompkins Financial reported no remaining W.R. Berkley position as of Q3 2016 after selling out during the quarter.
  • Tompkins Financial sold 3,561 W.R. Berkley shares in Q3 2016, an estimated $63K.
  • Tompkins Financial first reported a position in W.R. Berkley in Q4 2015 and held it in 3 quarters.
  • Tompkins Financial's W.R. Berkley position peaked at $63K in Q2 2016.
  • 346 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2016.

Based on Tompkins Financial's 13F filing for Q3 2016, filed 13 Oct 2016.