Ropes Wealth Advisors’s Trustmark TRMK Stock Holding History

Ropes 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
2018 Q1	–	Sell	-47	Closed	-$1K	–	738
2017 Q4	$1K	Hold	47	–	–	﹤0.01%	769
2017 Q3	$2K	Buy	+47	New	+$1.46K	﹤0.01%	675

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Ropes Wealth Advisors's TRMK Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Trustmark (TRMK) in Q1 2018, closing a stake of 47 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in TRMK in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 194 funds tracked by Wall St. Rank hold TRMK as of Q1 2018.

Ropes Wealth Advisors reported no remaining Trustmark position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 47 Trustmark shares in Q1 2018, an estimated $1K.
Ropes Wealth Advisors first reported a position in Trustmark in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Trustmark position peaked at $2K in Q3 2017.
194 funds tracked by Wall St. Rank held Trustmark as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.