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Legacy Financial Advisors’s Trustmark TRMK Stock Holding History

Legacy Financial 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
Q2 		– Sell
-20
Closed -$1K – 835
2019
Q1 		$1K Hold
20
– – ﹤0.01% 1020
2018
Q4 		$1K Hold
20
– – ﹤0.01% 943
2018
Q3 		$0 Hold
20
– – ﹤0.01% 953
2018
Q2 		$1K Hold
20
– – ﹤0.01% 897
2018
Q1 		$0 Hold
20
– – ﹤0.01% 903
2017
Q4 		$0 Buy
+20
New +$661 ﹤0.01% 858

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Financial Advisors's TRMK Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Trustmark (TRMK) in Q2 2019, closing a stake of 20 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in TRMK in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 212 funds tracked by Wall St. Rank hold TRMK as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Trustmark position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 20 Trustmark shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Trustmark in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Trustmark position peaked at $1K in Q1 2019.
  • 212 funds tracked by Wall St. Rank held Trustmark as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.