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Johnson Financial Group Inc (Wisconsin)’s Trustmark TRMK Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2017
Q2 		– Sell
-575
Closed -$18K – 639
2017
Q1 		$18K Hold
575
– – ﹤0.01% 530
2016
Q4 		$20K Buy
575
+275
+92% +$8.65K ﹤0.01% 519
2016
Q3 		$8K Sell
300
-275
-48% -$7.38K ﹤0.01% 609
2016
Q2 		$14K Hold
575
– – ﹤0.01% 641
2016
Q1 		$13K Sell
575
-300
-34% -$6.61K ﹤0.01% 579
2015
Q4 		$20K Sell
875
-1,775
-67% -$43K ﹤0.01% 535
2015
Q3 		$61K Hold
2,650
– – 0.01% 434
2015
Q2 		$66K Hold
2,650
– – 0.01% 456
2015
Q1 		$64K Hold
2,650
– – 0.01% 476
2014
Q4 		$65K Sell
2,650
-1,200
-31% -$28.6K 0.02% 449
2014
Q3 		$89K Buy
3,850
+300
+8% +$7.11K 0.02% 351
2014
Q2 		$88K Buy
3,550
+2,400
+209% +$57.2K 0.02% 368
2014
Q1 		$29K Sell
1,150
-2,450
-68% -$60.9K 0.01% 484
2013
Q4 		$97K Hold
3,600
– – 0.03% 279
2013
Q3 		$92K Buy
+3,600
New +$94.2K 0.03% 318

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Johnson Financial Group Inc (Wisconsin)'s TRMK Position: Q2 2017 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Trustmark (TRMK) in Q2 2017, closing a stake of 575 shares — an estimated $18K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in TRMK in Q3 2013 and held it in 15 quarters. The position peaked at $97K in Q4 2013. 173 funds tracked by Wall St. Rank hold TRMK as of Q2 2017.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Trustmark position as of Q2 2017 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 575 Trustmark shares in Q2 2017, an estimated $18K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Trustmark in Q3 2013 and held it in 15 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Trustmark position peaked at $97K in Q4 2013.
  • 173 funds tracked by Wall St. Rank held Trustmark as of Q2 2017.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2017, filed 10 Aug 2017.