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Stratos Wealth Partners’s Trustmark TRMK Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-132
Closed -$4K – 2365
2018
Q3 		$4K Buy
+132
New +$4.6K ﹤0.01% 2554
2018
Q2 		– Sell
-54
Closed -$2K – 2445
2018
Q1 		$2K Hold
54
– – ﹤0.01% 2902
2017
Q4 		$2K Buy
+54
New +$1.78K ﹤0.01% 2638

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stratos Wealth Partners's TRMK Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Trustmark (TRMK) in Q4 2018, closing a stake of 132 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in TRMK in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 203 funds tracked by Wall St. Rank hold TRMK as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Trustmark position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 132 Trustmark shares in Q4 2018, an estimated $4K.
  • Stratos Wealth Partners first reported a position in Trustmark in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Trustmark position peaked at $4K in Q3 2018.
  • 203 funds tracked by Wall St. Rank held Trustmark as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.