ZIM
TMP icon

Zacks Investment Management’s Tompkins Financial TMP Stock Holding History

Zacks Investment Management’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
2015
Q2 		– Sell
-16,100
Closed -$867K – 730
2015
Q1 		$867K Buy
16,100
+4,076
+34% +$214K 0.03% 316
2014
Q4 		$665K Hold
12,024
– – 0.02% 345
2014
Q3 		$530K Sell
12,024
-3
-0% -$136 0.02% 393
2014
Q2 		$579K Sell
12,027
-5,527
-31% -$262K 0.02% 393
2014
Q1 		$859K Buy
+17,554
New +$849K 0.03% 285

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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Zacks Investment Management's TMP Position: Q2 2015 in Review

Zacks Investment Management sold out of Tompkins Financial (TMP) in Q2 2015, closing a stake of 16,100 shares — an estimated $867K sold.

Zacks Investment Management first reported a position in TMP in Q1 2014 and held it in 5 quarters. The position peaked at $867K in Q1 2015. 118 funds tracked by Wall St. Rank hold TMP as of Q2 2015.

  • Zacks Investment Management reported no remaining Tompkins Financial position as of Q2 2015 after selling out during the quarter.
  • Zacks Investment Management sold 16,100 Tompkins Financial shares in Q2 2015, an estimated $867K.
  • Zacks Investment Management first reported a position in Tompkins Financial in Q1 2014 and held it in 5 quarters.
  • Zacks Investment Management's Tompkins Financial position peaked at $867K in Q1 2015.
  • 118 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2015.

Based on Zacks Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.