RAFFA WEALTH MANAGEMENT, LLC’s Tompkins Financial TMP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017 Q1	–	Sell	-12	Closed	-$1.13K	–	815
2016 Q4	$1.13K	Hold	12	–	–	﹤0.01%	404
2016 Q3	$917	Hold	12	–	–	﹤0.01%	444
2016 Q2	$780	Hold	12	–	–	﹤0.01%	475
2016 Q1	$768	Hold	12	–	–	﹤0.01%	492
2015 Q4	$674	Hold	12	–	–	﹤0.01%	530
2015 Q3	$640	Hold	12	–	–	﹤0.01%	552
2015 Q2	$645	Hold	12	–	–	﹤0.01%	572
2015 Q1	$646	Hold	12	–	–	﹤0.01%	574
2014 Q4	$664	Hold	12	–	–	﹤0.01%	521
2014 Q3	$529	Buy	+12	New	+$546	﹤0.01%	607
2014 Q1	–	Sell	-12	Closed	-$664	–	695
2013 Q4	$664	Buy	+12	New	+$584	﹤0.01%	521

Other funds holding TMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's TMP Position: Q1 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Tompkins Financial (TMP) in Q1 2017, closing a stake of 12 shares — an estimated $1.13K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in TMP in Q4 2013 and held it in 11 quarters. The position peaked at $1.13K in Q4 2016. 127 funds tracked by Wall St. Rank hold TMP as of Q1 2017.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Tompkins Financial position as of Q1 2017 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 12 Tompkins Financial shares in Q1 2017, an estimated $1.13K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Tompkins Financial in Q4 2013 and held it in 11 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Tompkins Financial position peaked at $1.13K in Q4 2016.
127 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2017, filed 27 Jul 2026.