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Systematic Financial Management’s Trustmark TRMK Stock Holding History

Systematic Financial Management’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
2016
Q4 		– Sell
-62,265
Closed -$1.72M – 671
2016
Q3 		$1.72M Buy
+62,265
New +$1.67M 0.02% 438
2015
Q1 		– Sell
-95,230
Closed -$2.34M – 721
2014
Q4 		$2.34M Sell
95,230
-945
-1% -$22.5K 0.02% 446
2014
Q3 		$2.21M Buy
+96,175
New +$2.28M 0.02% 477

Other funds holding TRMK

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Systematic Financial Management's TRMK Position: Q4 2016 in Review

Systematic Financial Management sold out of Trustmark (TRMK) in Q4 2016, closing a stake of 62,265 shares — an estimated $1.72M sold.

Systematic Financial Management first reported a position in TRMK in Q3 2014 and held it in 3 quarters. The position peaked at $2.34M in Q4 2014. 193 funds tracked by Wall St. Rank hold TRMK as of Q4 2016.

  • Systematic Financial Management reported no remaining Trustmark position as of Q4 2016 after selling out during the quarter.
  • Systematic Financial Management sold 62,265 Trustmark shares in Q4 2016, an estimated $1.72M.
  • Systematic Financial Management first reported a position in Trustmark in Q3 2014 and held it in 3 quarters.
  • Systematic Financial Management's Trustmark position peaked at $2.34M in Q4 2014.
  • 193 funds tracked by Wall St. Rank held Trustmark as of Q4 2016.

Based on Systematic Financial Management's 13F filing for Q4 2016, filed 10 Feb 2017.