RGT Wealth Advisors’s Trustmark TRMK Stock Holding History

RGT Wealth 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 Q4	–	Sell	-10,365	Closed	-$354K	–	38
2019 Q3	$354K	Buy	+10,365	New	+$349K	1.03%	25

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RGT Wealth Advisors's TRMK Position: Q4 2019 in Review

RGT Wealth Advisors sold out of Trustmark (TRMK) in Q4 2019, closing a stake of 10,365 shares — an estimated $354K sold.

RGT Wealth Advisors first reported a position in TRMK in Q3 2019 and held it in 1 quarter. The position peaked at $354K in Q3 2019. 212 funds tracked by Wall St. Rank hold TRMK as of Q4 2019.

RGT Wealth Advisors reported no remaining Trustmark position as of Q4 2019 after selling out during the quarter.
RGT Wealth Advisors sold 10,365 Trustmark shares in Q4 2019, an estimated $354K.
RGT Wealth Advisors first reported a position in Trustmark in Q3 2019 and held it in 1 quarter.
RGT Wealth Advisors's Trustmark position peaked at $354K in Q3 2019.
212 funds tracked by Wall St. Rank held Trustmark as of Q4 2019.

Based on RGT Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.