Gradient Investments’s Trustmark TRMK Stock Holding History

Gradient Investments’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 Q1	–	Sell	-5,172	Closed	-$147K	–	1003
2018 Q4	$147K	Hold	5,172	–	–	0.01%	247
2018 Q3	$174K	Hold	5,172	–	–	0.01%	241
2018 Q2	$169K	Buy	+5,172	New	+$167K	0.01%	236

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Gradient Investments's TRMK Position: Q1 2019 in Review

Gradient Investments sold out of Trustmark (TRMK) in Q1 2019, closing a stake of 5,172 shares — an estimated $147K sold.

Gradient Investments first reported a position in TRMK in Q2 2018 and held it in 3 quarters. The position peaked at $174K in Q3 2018. 208 funds tracked by Wall St. Rank hold TRMK as of Q1 2019.

Gradient Investments reported no remaining Trustmark position as of Q1 2019 after selling out during the quarter.
Gradient Investments sold 5,172 Trustmark shares in Q1 2019, an estimated $147K.
Gradient Investments first reported a position in Trustmark in Q2 2018 and held it in 3 quarters.
Gradient Investments's Trustmark position peaked at $174K in Q3 2018.
208 funds tracked by Wall St. Rank held Trustmark as of Q1 2019.

Based on Gradient Investments's 13F filing for Q1 2019, filed 11 Apr 2019.