GWM
TRMK icon

Gupta Wealth Management’s Trustmark TRMK Stock Holding History

Gupta Wealth Management’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
Q1 		$15K Hold
654
– – ﹤0.01% 759
2015
Q4 		$15K Hold
654
– – ﹤0.01% 776
2015
Q3 		$15K Buy
+654
New +$15.5K ﹤0.01% 793

Other funds holding TRMK

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Gupta Wealth Management's TRMK Position: Q1 2016 in Review

Gupta Wealth Management held its Trustmark (TRMK) position steady in Q1 2016 at 654 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Gupta Wealth Management first reported a position in TRMK in Q3 2015 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold TRMK as of Q1 2016.

  • Gupta Wealth Management held 654 shares of Trustmark worth $15K as of Q1 2016.
  • Gupta Wealth Management left its Trustmark share count unchanged in Q1 2016.
  • Trustmark made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #759 holding.
  • Gupta Wealth Management first reported a position in Trustmark in Q3 2015 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held Trustmark as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.