Legacy Advisors’s Trustmark TRMK Stock Holding History

Legacy 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
2019 Q3	–	Sell	-2,000	Closed	-$67K	–	300
2019 Q2	$67K	Hold	2,000	–	–	0.05%	185
2019 Q1	$67K	Buy	+2,000	New	+$65.4K	0.02%	192
2018 Q4	–	Sell	-2,000	Closed	-$67K	–	369
2018 Q3	$67K	Hold	2,000	–	–	0.03%	208
2018 Q2	$65K	Hold	2,000	–	–	0.05%	167
2018 Q1	$62K	Hold	2,000	–	–	0.05%	146
2017 Q4	$63K	Hold	2,000	–	–	0.06%	117
2017 Q3	$66K	Hold	2,000	–	–	0.07%	91
2017 Q2	$64K	Hold	2,000	–	–	0.08%	86
2017 Q1	$63K	Hold	2,000	–	–	0.09%	87
2016 Q4	$71K	Buy	+2,000	New	+$62.9K	0.1%	85

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

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

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

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

Legacy Advisors's TRMK Position: Q3 2019 in Review

Legacy Advisors sold out of Trustmark (TRMK) in Q3 2019, closing a stake of 2,000 shares — an estimated $67K sold.

Legacy Advisors first reported a position in TRMK in Q4 2016 and held it in 10 quarters. The position peaked at $71K in Q4 2016. 213 funds tracked by Wall St. Rank hold TRMK as of Q3 2019.

Legacy Advisors reported no remaining Trustmark position as of Q3 2019 after selling out during the quarter.
Legacy Advisors sold 2,000 Trustmark shares in Q3 2019, an estimated $67K.
Legacy Advisors first reported a position in Trustmark in Q4 2016 and held it in 10 quarters.
Legacy Advisors's Trustmark position peaked at $71K in Q4 2016.
213 funds tracked by Wall St. Rank held Trustmark as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.