PIM
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Parasol Investment Management’s Trustmark TRMK Stock Holding History

Parasol Investment Management’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
Q1 		$7K Hold
220
– – 0.01% 86
2016
Q4 		$8K Hold
220
– – 0.01% 147
2016
Q3 		$6K Buy
+220
New +$5.9K 0.01% 144

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parasol Investment Management's TRMK Position: Q1 2017 in Review

Parasol Investment Management held its Trustmark (TRMK) position steady in Q1 2017 at 220 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #86.

Parasol Investment Management first reported a position in TRMK in Q3 2016 and has held it in 3 quarters since. The position peaked at $8K in Q4 2016. 186 funds tracked by Wall St. Rank hold TRMK as of Q1 2017.

  • Parasol Investment Management held 220 shares of Trustmark worth $7K as of Q1 2017.
  • Parasol Investment Management left its Trustmark share count unchanged in Q1 2017.
  • Trustmark made up 0.01% of Parasol Investment Management's portfolio in Q1 2017, its #86 holding.
  • Parasol Investment Management first reported a position in Trustmark in Q3 2016 and has held it in 3 quarters since.
  • Parasol Investment Management's Trustmark position peaked at $8K in Q4 2016.
  • 186 funds tracked by Wall St. Rank held Trustmark as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.