Whittier Trust’s Tompkins Financial TMP Stock Holding History

Whittier Trust’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	-39	Closed	-$3K	–	1343
2017 Q2	$3K	Hold	39	–	–	﹤0.01%	1139
2017 Q1	$3K	Buy	+39	New	+$3.43K	﹤0.01%	1232

Other funds holding TMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Whittier Trust's TMP Position: Q3 2017 in Review

Whittier Trust sold out of Tompkins Financial (TMP) in Q3 2017, closing a stake of 39 shares — an estimated $3K sold.

Whittier Trust first reported a position in TMP in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2017. 127 funds tracked by Wall St. Rank hold TMP as of Q3 2017.

Whittier Trust reported no remaining Tompkins Financial position as of Q3 2017 after selling out during the quarter.
Whittier Trust sold 39 Tompkins Financial shares in Q3 2017, an estimated $3K.
Whittier Trust first reported a position in Tompkins Financial in Q1 2017 and held it in 2 quarters.
Whittier Trust's Tompkins Financial position peaked at $3K in Q2 2017.
127 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2017.

Based on Whittier Trust's 13F filing for Q3 2017, filed 23 Oct 2017.