Boston Trust Walden’s Trustmark TRMK Stock Holding History

Boston Trust Walden’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
2017 Q2	–	Sell	-388,122	Closed	-$12.3M	–	375
2017 Q1	$12.3M	Sell	388,122 -43,202	-10%	-$1.43M	0.19%	163
2016 Q4	$15.4M	Sell	431,324 -17,815	-4%	-$560K	0.24%	147
2016 Q3	$12.4M	Sell	449,139 -2,007	-0.4%	-$53.8K	0.2%	162
2016 Q2	$11.2M	Sell	451,146 -3,858	-0.8%	-$92.8K	0.19%	167
2016 Q1	$10.5M	Sell	455,004 -5,873	-1%	-$129K	0.18%	170
2015 Q4	$10.6M	Sell	460,877 -23,334	-5%	-$565K	0.2%	171
2015 Q3	$11.2M	Sell	484,211 -16,679	-3%	-$395K	0.19%	185
2015 Q2	$12.5M	Sell	500,890 -15,375	-3%	-$375K	0.19%	174
2015 Q1	$12.5M	Sell	516,265 -19,734	-4%	-$458K	0.19%	166
2014 Q4	$13.2M	Sell	535,999 -269,647	-33%	-$6.43M	0.2%	165
2014 Q3	$18.6M	Sell	805,646 -20,830	-3%	-$493K	0.29%	142
2014 Q2	$20.4M	Sell	826,476 -33,409	-4%	-$796K	0.3%	144
2014 Q1	$21.8M	Sell	859,885 -20,273	-2%	-$504K	0.32%	136
2013 Q4	$23.6M	Sell	880,158 -29,327	-3%	-$793K	0.34%	124
2013 Q3	$23.3M	Buy	+909,485	New	+$23.8M	0.36%	131

Other funds holding TRMK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Trust Walden's TRMK Position: Q2 2017 in Review

Boston Trust Walden sold out of Trustmark (TRMK) in Q2 2017, closing a stake of 388,122 shares — an estimated $12.3M sold.

Boston Trust Walden first reported a position in TRMK in Q3 2013 and held it in 15 quarters. The position peaked at $23.6M in Q4 2013. 173 funds tracked by Wall St. Rank hold TRMK as of Q2 2017.

Boston Trust Walden reported no remaining Trustmark position as of Q2 2017 after selling out during the quarter.
Boston Trust Walden sold 388,122 Trustmark shares in Q2 2017, an estimated $12.3M.
Boston Trust Walden first reported a position in Trustmark in Q3 2013 and held it in 15 quarters.
Boston Trust Walden's Trustmark position peaked at $23.6M in Q4 2013.
173 funds tracked by Wall St. Rank held Trustmark as of Q2 2017.

Based on Boston Trust Walden's 13F filing for Q2 2017, filed 19 Jul 2017.