Boston Private Bank & Trust’s Trustmark TRMK Stock Holding History

Boston Private Bank & Trust’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	$36K	Hold	1,488	–	–	﹤0.01%	624
2014 Q4	$37K	Hold	1,488	–	–	﹤0.01%	634
2014 Q3	$34K	Hold	1,488	–	–	﹤0.01%	662
2014 Q2	$37K	Hold	1,488	–	–	﹤0.01%	622
2014 Q1	$38K	Hold	1,488	–	–	﹤0.01%	648
2013 Q4	$40K	Hold	1,488	–	–	﹤0.01%	630
2013 Q3	$38K	Hold	1,488	–	–	﹤0.01%	599
2013 Q2	$37K	Buy	+1,488	New	+$36.7K	﹤0.01%	582

Other funds holding TRMK

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Boston Private Bank & Trust's TRMK Position: Q1 2015 in Review

Boston Private Bank & Trust held its Trustmark (TRMK) position steady in Q1 2015 at 1,488 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Boston Private Bank & Trust first reported a position in TRMK in Q2 2013 and has held it in 8 quarters since. The position peaked at $40K in Q4 2013. 161 funds tracked by Wall St. Rank hold TRMK as of Q1 2015.

Boston Private Bank & Trust held 1,488 shares of Trustmark worth $36K as of Q1 2015.
Boston Private Bank & Trust left its Trustmark share count unchanged in Q1 2015.
Trustmark made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #624 holding.
Boston Private Bank & Trust first reported a position in Trustmark in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Trustmark position peaked at $40K in Q4 2013.
161 funds tracked by Wall St. Rank held Trustmark as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.