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Carroll Financial Associates’s Trustmark TRMK Stock Holding History

Carroll Financial Associates’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
2020
Q1 		– Sell
-350
Closed -$12K – 1672
2019
Q4 		$12K Buy
+350
New +$12.1K ﹤0.01% 1004
2019
Q1 		– Sell
-45
Closed -$1K – 1506
2018
Q4 		$1K Hold
45
– – ﹤0.01% 1258
2018
Q3 		$1K Buy
+45
New +$1.57K ﹤0.01% 1276
2018
Q1 		– Sell
-144
Closed -$4K – 1347
2017
Q4 		$4K Buy
+144
New +$4.76K ﹤0.01% 1056

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carroll Financial Associates's TRMK Position: Q1 2020 in Review

Carroll Financial Associates sold out of Trustmark (TRMK) in Q1 2020, closing a stake of 350 shares — an estimated $12K sold.

Carroll Financial Associates first reported a position in TRMK in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q4 2019. 174 funds tracked by Wall St. Rank hold TRMK as of Q1 2020.

  • Carroll Financial Associates reported no remaining Trustmark position as of Q1 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 350 Trustmark shares in Q1 2020, an estimated $12K.
  • Carroll Financial Associates first reported a position in Trustmark in Q4 2017 and held it in 4 quarters.
  • Carroll Financial Associates's Trustmark position peaked at $12K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Trustmark as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.