Summit Trail Advisors’s Trustmark TRMK Stock Holding History

Summit Trail 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	-3,669	Closed	-$119K	–	1552
2017 Q4	$119K	Buy	+3,669	New	+$121K	0.02%	577

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

Summit Trail Advisors's TRMK Position: Q1 2018 in Review

Summit Trail Advisors sold out of Trustmark (TRMK) in Q1 2018, closing a stake of 3,669 shares — an estimated $119K sold.

Summit Trail Advisors first reported a position in TRMK in Q4 2017 and held it in 1 quarter. The position peaked at $119K in Q4 2017. 194 funds tracked by Wall St. Rank hold TRMK as of Q1 2018.

Summit Trail Advisors reported no remaining Trustmark position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 3,669 Trustmark shares in Q1 2018, an estimated $119K.
Summit Trail Advisors first reported a position in Trustmark in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Trustmark position peaked at $119K in Q4 2017.
194 funds tracked by Wall St. Rank held Trustmark as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.