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Rational Advisors’s Trustmark TRMK Stock Holding History

Rational 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
2013
Q4 		$3.33M Buy
124,000
+2,500
+2% +$67.6K 0.29% 117
2013
Q3 		$3.11M Hold
121,500
– – 0.24% 129
2013
Q2 		$2.99M Buy
+121,500
New +$2.99M 0.25% 125

Other funds holding TRMK

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rational Advisors's TRMK Position: Q4 2013 in Review

Rational Advisors increased its Trustmark (TRMK) stake by 2.1% in Q4 2013, buying an estimated $67.6K and bringing the position to 124,000 shares worth $3.33M. The position accounts for 0.29% of the portfolio, ranked #117.

Rational Advisors first reported a position in TRMK in Q2 2013 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold TRMK as of Q4 2013.

  • Rational Advisors held 124,000 shares of Trustmark worth $3.33M as of Q4 2013.
  • Rational Advisors bought 2,500 Trustmark shares in Q4 2013, an estimated $67.6K.
  • Trustmark made up 0.29% of Rational Advisors's portfolio in Q4 2013, its #117 holding.
  • Rational Advisors first reported a position in Trustmark in Q2 2013 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held Trustmark as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.