Capstone Investment Advisors
TRMK icon

Capstone Investment Advisors’s Trustmark TRMK Stock Holding History

Capstone Investment 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
2017
Q4 		– Sell
-9,101
Closed -$301K – 659
2017
Q3 		$301K Buy
+9,101
New +$283K 0.01% 393
2017
Q2 		– Sell
-19,645
Closed -$624K – 926
2017
Q1 		$624K Buy
+19,645
New +$651K 0.02% 539

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

Capstone Investment Advisors's TRMK Position: Q4 2017 in Review

Capstone Investment Advisors sold out of Trustmark (TRMK) in Q4 2017, closing a stake of 9,101 shares — an estimated $301K sold.

Capstone Investment Advisors first reported a position in TRMK in Q1 2017 and held it in 2 quarters. The position peaked at $624K in Q1 2017. 201 funds tracked by Wall St. Rank hold TRMK as of Q4 2017.

  • Capstone Investment Advisors reported no remaining Trustmark position as of Q4 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 9,101 Trustmark shares in Q4 2017, an estimated $301K.
  • Capstone Investment Advisors first reported a position in Trustmark in Q1 2017 and held it in 2 quarters.
  • Capstone Investment Advisors's Trustmark position peaked at $624K in Q1 2017.
  • 201 funds tracked by Wall St. Rank held Trustmark as of Q4 2017.

Based on Capstone Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.