AIM
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Assured Investment Management’s Trustmark TRMK Stock Holding History

Assured Investment Management’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
2018
Q3 		– Sell
-4,257
Closed -$139K – 1288
2018
Q2 		$139K Sell
4,257
-6,946
-62% -$224K ﹤0.01% 1042
2018
Q1 		$349K Buy
+11,203
New +$361K 0.01% 874

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Assured Investment Management's TRMK Position: Q3 2018 in Review

Assured Investment Management sold out of Trustmark (TRMK) in Q3 2018, closing a stake of 4,257 shares — an estimated $139K sold.

Assured Investment Management first reported a position in TRMK in Q1 2018 and held it in 2 quarters. The position peaked at $349K in Q1 2018. 201 funds tracked by Wall St. Rank hold TRMK as of Q3 2018.

  • Assured Investment Management reported no remaining Trustmark position as of Q3 2018 after selling out during the quarter.
  • Assured Investment Management sold 4,257 Trustmark shares in Q3 2018, an estimated $139K.
  • Assured Investment Management first reported a position in Trustmark in Q1 2018 and held it in 2 quarters.
  • Assured Investment Management's Trustmark position peaked at $349K in Q1 2018.
  • 201 funds tracked by Wall St. Rank held Trustmark as of Q3 2018.

Based on Assured Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.