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Waddell & Reed Financial’s Tompkins Financial TMP Stock Holding History

Waddell & Reed Financial’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
Q3 		– Sell
-9,522
Closed -$750K – 552
2017
Q2 		$750K Sell
9,522
-35,878
-79% -$2.89M ﹤0.01% 520
2017
Q1 		$3.66M Sell
45,400
-2,900
-6% -$255K 0.01% 493
2016
Q4 		$4.57M Sell
48,300
-100
-0.2% -$8.37K 0.01% 493
2016
Q3 		$3.7M Buy
48,400
+3,500
+8% +$250K 0.01% 542
2016
Q2 		$2.92M Buy
+44,900
New +$2.94M 0.01% 542

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waddell & Reed Financial's TMP Position: Q3 2017 in Review

Waddell & Reed Financial sold out of Tompkins Financial (TMP) in Q3 2017, closing a stake of 9,522 shares — an estimated $750K sold.

Waddell & Reed Financial first reported a position in TMP in Q2 2016 and held it in 5 quarters. The position peaked at $4.57M in Q4 2016. 127 funds tracked by Wall St. Rank hold TMP as of Q3 2017.

  • Waddell & Reed Financial reported no remaining Tompkins Financial position as of Q3 2017 after selling out during the quarter.
  • Waddell & Reed Financial sold 9,522 Tompkins Financial shares in Q3 2017, an estimated $750K.
  • Waddell & Reed Financial first reported a position in Tompkins Financial in Q2 2016 and held it in 5 quarters.
  • Waddell & Reed Financial's Tompkins Financial position peaked at $4.57M in Q4 2016.
  • 127 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2017.

Based on Waddell & Reed Financial's 13F filing for Q3 2017, filed 14 Nov 2017.