Next Financial Group’s Trustmark TRMK Stock Holding History

Next Financial Group’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	-690	Closed	-$23K	–	2427
2019 Q2	$23K	Buy	+690	New	+$23.3K	﹤0.01%	1413
2019 Q1	–	Sell	-690	Closed	-$20K	–	2096
2018 Q4	$20K	Buy	+690	New	+$21.4K	﹤0.01%	1095
2017 Q4	–	Sell	-690	Closed	-$23K	–	1319
2017 Q3	$23K	Hold	690	–	–	0.01%	937
2017 Q2	$22K	Hold	690	–	–	0.01%	1043
2017 Q1	$23K	Hold	690	–	–	0.01%	1004
2016 Q4	$25K	Hold	690	–	–	﹤0.01%	1280
2016 Q3	$19K	Hold	690	–	–	﹤0.01%	1395
2016 Q2	$17K	Hold	690	–	–	0.01%	1033
2016 Q1	$15K	Hold	690	–	–	0.01%	1038
2015 Q4	$15K	Hold	690	–	–	0.01%	1043
2015 Q3	$15K	Hold	690	–	–	0.01%	1060
2015 Q2	$17K	Hold	690	–	–	0.01%	1068
2015 Q1	$16K	Hold	690	–	–	0.01%	1087
2014 Q4	$17K	Hold	690	–	–	0.01%	1041
2014 Q3	$16K	Buy	+690	New	+$16.3K	﹤0.01%	1541

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

Next Financial Group's TRMK Position: Q3 2019 in Review

Next Financial Group sold out of Trustmark (TRMK) in Q3 2019, closing a stake of 690 shares — an estimated $23K sold.

Next Financial Group first reported a position in TRMK in Q3 2014 and held it in 15 quarters. The position peaked at $25K in Q4 2016. 213 funds tracked by Wall St. Rank hold TRMK as of Q3 2019.

Next Financial Group reported no remaining Trustmark position as of Q3 2019 after selling out during the quarter.
Next Financial Group sold 690 Trustmark shares in Q3 2019, an estimated $23K.
Next Financial Group first reported a position in Trustmark in Q3 2014 and held it in 15 quarters.
Next Financial Group's Trustmark position peaked at $25K in Q4 2016.
213 funds tracked by Wall St. Rank held Trustmark as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.