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Trustmark National Bank Trust Department’s IDEX IEX Stock Holding History

Trustmark National Bank Trust Department’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-382
Closed -$58K – 599
2018
Q3 		$58K Buy
+382
New +$56.9K 0.01% 344

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Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trustmark National Bank Trust Department's IEX Position: Q4 2018 in Review

Trustmark National Bank Trust Department sold out of IDEX (IEX) in Q4 2018, closing a stake of 382 shares — an estimated $58K sold.

Trustmark National Bank Trust Department first reported a position in IEX in Q3 2018 and held it in 1 quarter. The position peaked at $58K in Q3 2018. 420 funds tracked by Wall St. Rank hold IEX as of Q4 2018.

  • Trustmark National Bank Trust Department reported no remaining IDEX position as of Q4 2018 after selling out during the quarter.
  • Trustmark National Bank Trust Department sold 382 IDEX shares in Q4 2018, an estimated $58K.
  • Trustmark National Bank Trust Department first reported a position in IDEX in Q3 2018 and held it in 1 quarter.
  • Trustmark National Bank Trust Department's IDEX position peaked at $58K in Q3 2018.
  • 420 funds tracked by Wall St. Rank held IDEX as of Q4 2018.

Based on Trustmark National Bank Trust Department's 13F filing for Q4 2018, filed 14 Feb 2019.