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Wheatland Advisors’s Tompkins Financial TMP Stock Holding History

Wheatland Advisors’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
2020
Q2 		$294K Hold
4,543
– – 1.22% 28
2020
Q1 		$326K Sell
4,543
-5,571
-55% -$462K 1.66% 27
2019
Q4 		$925K Sell
10,114
-7,104
-41% -$614K 1.18% 30
2019
Q3 		$1.4M Sell
17,218
-10,874
-39% -$870K 1.27% 28
2019
Q2 		$2.29M Sell
28,092
-17
-0.1% -$1.35K 1.73% 20
2019
Q1 		$2.14M Hold
28,109
– – 1.63% 20
2018
Q4 		$2.11M Sell
28,109
-21
-0.1% -$1.61K 1.84% 19
2018
Q3 		$2.28M Hold
28,130
– – 1.72% 19
2018
Q2 		$2.42M Hold
28,130
– – 1.95% 15
2018
Q1 		$2.13M Hold
28,130
– – 1.76% 18
2017
Q4 		$2.29M Sell
28,130
-102
-0.4% -$8.66K 1.85% 17
2017
Q3 		$2.43M Sell
28,232
-315
-1% -$24.5K 2.08% 16
2017
Q2 		$2.25M Sell
28,547
-180
-0.6% -$14.5K 2.02% 17
2017
Q1 		$2.31M Sell
28,727
-3,130
-10% -$275K 2.07% 16
2016
Q4 		$3.01M Sell
31,857
-1,279
-4% -$107K 2.67% 9
2016
Q3 		$2.53M Sell
33,136
-156
-0.5% -$11.2K 2.38% 13
2016
Q2 		$2.16M Sell
33,292
-949
-3% -$62.2K 2.08% 18
2016
Q1 		$2.19M Hold
34,241
– – 2.24% 13
2015
Q4 		$1.92M Hold
34,241
– – 1.97% 19
2015
Q3 		$1.83M Hold
34,241
– – 1.98% 18
2015
Q2 		$1.84M Buy
34,241
+500
+1% +$26.4K 1.77% 21
2015
Q1 		$1.82M Hold
33,741
– – 1.81% 21
2014
Q4 		$1.87M Hold
33,741
– – 1.82% 22
2014
Q3 		$1.49M Sell
33,741
-156
-0.5% -$7.1K 1.49% 28
2014
Q2 		$617K Sell
33,897
-218
-0.6% -$10.3K 0.56% 59
2014
Q1 		$1.67M Buy
34,115
+48
+0.1% +$2.32K 1.71% 24
2013
Q4 		$1.75M Buy
+34,067
New +$1.66M 1.84% 21

Other funds holding TMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wheatland Advisors's TMP Position: Q2 2020 in Review

Wheatland Advisors held its Tompkins Financial (TMP) position steady in Q2 2020 at 4,543 shares worth $294K. The position accounts for 1.22% of the portfolio, ranked #28.

Wheatland Advisors first reported a position in TMP in Q4 2013 and has held it in 27 quarters since. The position peaked at $3.01M in Q4 2016. 138 funds tracked by Wall St. Rank hold TMP as of Q2 2020.

  • Wheatland Advisors held 4,543 shares of Tompkins Financial worth $294K as of Q2 2020.
  • Wheatland Advisors left its Tompkins Financial share count unchanged in Q2 2020.
  • Tompkins Financial made up 1.22% of Wheatland Advisors's portfolio in Q2 2020, its #28 holding.
  • Wheatland Advisors first reported a position in Tompkins Financial in Q4 2013 and has held it in 27 quarters since.
  • Wheatland Advisors's Tompkins Financial position peaked at $3.01M in Q4 2016.
  • 138 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.