WI
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WBI Investments’s Tompkins Financial TMP Stock Holding History

WBI Investments’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
2016
Q4 		– Sell
-11,944
Closed -$913K – 395
2016
Q3 		$913K Sell
11,944
-1,674
-12% -$120K 0.03% 213
2016
Q2 		$885K Buy
+13,618
New +$893K 0.03% 129

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
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 $1.42B AUM 19.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

WBI Investments's TMP Position: Q4 2016 in Review

WBI Investments sold out of Tompkins Financial (TMP) in Q4 2016, closing a stake of 11,944 shares — an estimated $913K sold.

WBI Investments first reported a position in TMP in Q2 2016 and held it in 2 quarters. The position peaked at $913K in Q3 2016. 144 funds tracked by Wall St. Rank hold TMP as of Q4 2016.

  • WBI Investments reported no remaining Tompkins Financial position as of Q4 2016 after selling out during the quarter.
  • WBI Investments sold 11,944 Tompkins Financial shares in Q4 2016, an estimated $913K.
  • WBI Investments first reported a position in Tompkins Financial in Q2 2016 and held it in 2 quarters.
  • WBI Investments's Tompkins Financial position peaked at $913K in Q3 2016.
  • 144 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2016.

Based on WBI Investments's 13F filing for Q4 2016, filed 14 Feb 2017.