WRF
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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 – 553
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 $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.26B AUM 18.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return