TSWM
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Triangle Securities Wealth Management’s Trustmark TRMK Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-2,103
Closed -$52K – 355
2013
Q2 		$52K Buy
+2,103
New +$51.8K 0.04% 249

Other funds holding TRMK

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Triangle Securities Wealth Management's TRMK Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Trustmark (TRMK) in Q3 2013, closing a stake of 2,103 shares — an estimated $52K sold.

Triangle Securities Wealth Management first reported a position in TRMK in Q2 2013 and held it in 1 quarter. The position peaked at $52K in Q2 2013. 149 funds tracked by Wall St. Rank hold TRMK as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Trustmark position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 2,103 Trustmark shares in Q3 2013, an estimated $52K.
  • Triangle Securities Wealth Management first reported a position in Trustmark in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Trustmark position peaked at $52K in Q2 2013.
  • 149 funds tracked by Wall St. Rank held Trustmark as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.