Optimum Investment Advisors’s Trustmark TRMK Stock Holding History

Optimum Investment 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
2018 Q3	–	Sell	-874	Closed	-$29K	–	1086
2018 Q2	$29K	Hold	874	–	–	0.01%	660
2018 Q1	$27K	Buy	+874	New	+$28.1K	0.01%	656
2015 Q1	$21K	Hold	874	–	–	0.01%	678
2014 Q4	$21K	Hold	874	–	–	0.01%	704
2014 Q3	$20K	Hold	874	–	–	0.01%	640
2014 Q2	$22K	Buy	+874	New	+$20.8K	0.01%	646

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Optimum Investment Advisors's TRMK Position: Q3 2018 in Review

Optimum Investment Advisors sold out of Trustmark (TRMK) in Q3 2018, closing a stake of 874 shares — an estimated $29K sold.

Optimum Investment Advisors first reported a position in TRMK in Q2 2014 and held it in 6 quarters. The position peaked at $29K in Q2 2018. 201 funds tracked by Wall St. Rank hold TRMK as of Q3 2018.

Optimum Investment Advisors reported no remaining Trustmark position as of Q3 2018 after selling out during the quarter.
Optimum Investment Advisors sold 874 Trustmark shares in Q3 2018, an estimated $29K.
Optimum Investment Advisors first reported a position in Trustmark in Q2 2014 and held it in 6 quarters.
Optimum Investment Advisors's Trustmark position peaked at $29K in Q2 2018.
201 funds tracked by Wall St. Rank held Trustmark as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.