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UBS’s Tompkins Financial TMP Stock Holding History

UBS’s Portfolio TMP Stock Details TMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$59K Sell
1,337
-21
-2% -$955 ﹤0.01% 6639
2014
Q2 		$65K Buy
1,358
+778
+134% +$36.8K ﹤0.01% 6511
2014
Q1 		$28K Buy
580
+121
+26% +$5.85K ﹤0.01% 7647
2013
Q4 		$24K Sell
459
-2,024
-82% -$98.5K ﹤0.01% 7925
2013
Q3 		$115K Buy
2,483
+2,233
+893% +$101K ﹤0.01% 5854
2013
Q2 		$11K Buy
+250
New +$10.4K ﹤0.01% 8550

Other funds holding TMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS's TMP Position: Q3 2014 in Review

UBS reduced its Tompkins Financial (TMP) stake by 1.5% in Q3 2014, selling an estimated $955 and leaving 1,337 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #6639.

UBS first reported a position in TMP in Q2 2013 and has held it in 6 quarters since. The position peaked at $115K in Q3 2013. 110 funds tracked by Wall St. Rank hold TMP as of Q3 2014.

  • UBS held 1,337 shares of Tompkins Financial worth $59K as of Q3 2014.
  • UBS sold 21 Tompkins Financial shares in Q3 2014, an estimated $955.
  • Tompkins Financial made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6639 holding.
  • UBS first reported a position in Tompkins Financial in Q2 2013 and has held it in 6 quarters since.
  • UBS's Tompkins Financial position peaked at $115K in Q3 2013.
  • 110 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.