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Advisor Group’s Trustmark TRMK Stock Holding History

Advisor Group’s Portfolio TRMK Stock Details TRMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$111K Buy
3,212
+480
+18% +$16.6K ﹤0.01% 2863
2019
Q3 		$92K Sell
2,732
-47
-2% -$1.58K ﹤0.01% 2945
2019
Q2 		$92K Buy
2,779
+58
+2% +$1.96K ﹤0.01% 2927
2019
Q1 		$91K Sell
2,721
-284
-9% -$9.28K ﹤0.01% 2944
2018
Q4 		$86K Buy
3,005
+377
+14% +$11.7K ﹤0.01% 2761
2018
Q3 		$88K Buy
2,628
+1,016
+63% +$35.4K ﹤0.01% 2851
2018
Q2 		$52K Hold
1,612
– – ﹤0.01% 3080
2018
Q1 		$50K Sell
1,612
-690
-30% -$22.2K ﹤0.01% 3066
2017
Q4 		$73K Buy
2,302
+378
+20% +$12.5K ﹤0.01% 2818
2017
Q3 		$63K Buy
1,924
+10
+0.5% +$311 ﹤0.01% 2768
2017
Q2 		$62K Buy
1,914
+201
+12% +$6.44K ﹤0.01% 2676
2017
Q1 		$56K Buy
1,713
+19
+1% +$630 ﹤0.01% 2615
2016
Q4 		$61K Buy
1,694
+20
+1% +$629 ﹤0.01% 2452
2016
Q3 		$47K Sell
1,674
-270
-14% -$7.24K ﹤0.01% 2592
2016
Q2 		$46K Buy
+1,944
New +$46.8K ﹤0.01% 2476

Other funds holding TRMK

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's TRMK Position: Q4 2019 in Review

Advisor Group increased its Trustmark (TRMK) stake by 18% in Q4 2019, buying an estimated $16.6K and bringing the position to 3,212 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

Advisor Group first reported a position in TRMK in Q2 2016 and has held it in 15 quarters since. 212 funds tracked by Wall St. Rank hold TRMK as of Q4 2019.

  • Advisor Group held 3,212 shares of Trustmark worth $111K as of Q4 2019.
  • Advisor Group bought 480 Trustmark shares in Q4 2019, an estimated $16.6K.
  • Trustmark made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2863 holding.
  • Advisor Group first reported a position in Trustmark in Q2 2016 and has held it in 15 quarters since.
  • 212 funds tracked by Wall St. Rank held Trustmark as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.