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Capital Advisors Ltd’s Trustmark TRMK Stock Holding History

Capital Advisors Ltd’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
Q3 		– Sell
-2,195
Closed -$73K – 448
2019
Q2 		$73K Hold
2,195
– – 0.02% 246
2019
Q1 		$74K Hold
2,195
– – 0.02% 250
2018
Q4 		$62K Hold
2,195
– – 0.02% 262
2018
Q3 		$74K Buy
+2,195
New +$76.4K 0.02% 265

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Advisors Ltd's TRMK Position: Q3 2019 in Review

Capital Advisors Ltd sold out of Trustmark (TRMK) in Q3 2019, closing a stake of 2,195 shares — an estimated $73K sold.

Capital Advisors Ltd first reported a position in TRMK in Q3 2018 and held it in 4 quarters. The position peaked at $74K in Q1 2019. 213 funds tracked by Wall St. Rank hold TRMK as of Q3 2019.

  • Capital Advisors Ltd reported no remaining Trustmark position as of Q3 2019 after selling out during the quarter.
  • Capital Advisors Ltd sold 2,195 Trustmark shares in Q3 2019, an estimated $73K.
  • Capital Advisors Ltd first reported a position in Trustmark in Q3 2018 and held it in 4 quarters.
  • Capital Advisors Ltd's Trustmark position peaked at $74K in Q1 2019.
  • 213 funds tracked by Wall St. Rank held Trustmark as of Q3 2019.

Based on Capital Advisors Ltd's 13F filing for Q3 2019, filed 23 Oct 2019.