BRWA
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B. Riley Wealth Advisors’s Trustmark TRMK Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-9
Closed – – 1870
2014
Q4 		$0 Buy
+9
New +$215 ﹤0.01% 3750
2014
Q3 		– Sell
-9
Closed -$231 – 1781
2014
Q2 		$231 Buy
+9
New +$214 ﹤0.01% 2419

Other funds holding TRMK

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

B. Riley Wealth Advisors's TRMK Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Trustmark (TRMK) in Q1 2015, closing a stake of 9 shares.

B. Riley Wealth Advisors first reported a position in TRMK in Q2 2014 and held it in 2 quarters. The position peaked at $231 in Q2 2014. 161 funds tracked by Wall St. Rank hold TRMK as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Trustmark position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9 Trustmark shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in Trustmark in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Trustmark position peaked at $231 in Q2 2014.
  • 161 funds tracked by Wall St. Rank held Trustmark as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.