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Index Management Solutions’s Trustmark TRMK Stock Holding History

Index Management Solutions’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
2014
Q4 		– Sell
-8,649
Closed -$199K – 992
2014
Q3 		$199K Buy
8,649
+1,082
+14% +$25.6K 0.02% 643
2014
Q2 		$187K Buy
7,567
+5,281
+231% +$126K 0.02% 660
2014
Q1 		$58K Buy
+2,286
New +$56.8K 0.01% 735

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Index Management Solutions's TRMK Position: Q4 2014 in Review

Index Management Solutions sold out of Trustmark (TRMK) in Q4 2014, closing a stake of 8,649 shares — an estimated $199K sold.

Index Management Solutions first reported a position in TRMK in Q1 2014 and held it in 3 quarters. The position peaked at $199K in Q3 2014. 160 funds tracked by Wall St. Rank hold TRMK as of Q4 2014.

  • Index Management Solutions reported no remaining Trustmark position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 8,649 Trustmark shares in Q4 2014, an estimated $199K.
  • Index Management Solutions first reported a position in Trustmark in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Trustmark position peaked at $199K in Q3 2014.
  • 160 funds tracked by Wall St. Rank held Trustmark as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.