Forvis Mazars Wealth Advisors’s Trustmark TRMK Stock Holding History

Forvis Mazars Wealth 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
2016 Q4	–	Sell	-10,532	Closed	-$290K	–	210
2016 Q3	$290K	Buy	10,532 +44	+0.4%	+$1.18K	0.04%	149
2016 Q2	$261K	Hold	10,488	–	–	0.04%	154
2016 Q1	$242K	Hold	10,488	–	–	0.04%	159
2015 Q4	$242K	Hold	10,488	–	–	0.04%	164
2015 Q3	$243K	Hold	10,488	–	–	0.04%	157
2015 Q2	$262K	Hold	10,488	–	–	0.04%	150
2015 Q1	$255K	Hold	10,488	–	–	0.04%	157
2014 Q4	$257K	Hold	10,488	–	–	0.04%	137
2014 Q3	$242K	Hold	10,488	–	–	0.04%	123
2014 Q2	$259K	Hold	10,488	–	–	0.04%	123
2014 Q1	$266K	Buy	+10,488	New	+$261K	0.05%	132

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Forvis Mazars Wealth Advisors's TRMK Position: Q4 2016 in Review

Forvis Mazars Wealth Advisors sold out of Trustmark (TRMK) in Q4 2016, closing a stake of 10,532 shares — an estimated $290K sold.

Forvis Mazars Wealth Advisors first reported a position in TRMK in Q1 2014 and held it in 11 quarters. The position peaked at $290K in Q3 2016. 193 funds tracked by Wall St. Rank hold TRMK as of Q4 2016.

Forvis Mazars Wealth Advisors reported no remaining Trustmark position as of Q4 2016 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 10,532 Trustmark shares in Q4 2016, an estimated $290K.
Forvis Mazars Wealth Advisors first reported a position in Trustmark in Q1 2014 and held it in 11 quarters.
Forvis Mazars Wealth Advisors's Trustmark position peaked at $290K in Q3 2016.
193 funds tracked by Wall St. Rank held Trustmark as of Q4 2016.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2016, filed 6 Jan 2017.