United Capital Financial Advisors’s Trustmark TRMK Stock Holding History

United Capital Financial 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
2020 Q1	–	Sell	-8,407	Closed	-$290K	–	1363
2019 Q4	$290K	Buy	8,407 +334	+4%	+$11.5K	﹤0.01%	1147
2019 Q3	$275K	Sell	8,073 -593	-7%	-$20K	﹤0.01%	1103
2019 Q2	$288K	Hold	8,666	–	–	﹤0.01%	1235
2019 Q1	$291K	Sell	8,666 -26	-0.3%	-$850	﹤0.01%	1133
2018 Q4	$247K	Buy	8,692 +285	+3%	+$8.83K	﹤0.01%	1133
2018 Q3	$283K	Hold	8,407	–	–	﹤0.01%	1130
2018 Q2	$274K	Hold	8,407	–	–	﹤0.01%	1118
2018 Q1	$262K	Hold	8,407	–	–	﹤0.01%	1140
2017 Q4	$268K	Buy	8,407 +334	+4%	+$11K	﹤0.01%	1151
2017 Q3	$267K	Hold	8,073	–	–	﹤0.01%	1149
2017 Q2	$260K	Hold	8,073	–	–	﹤0.01%	1118
2017 Q1	$257K	Hold	8,073	–	–	﹤0.01%	1098
2016 Q4	$288K	Hold	8,073	–	–	﹤0.01%	1069
2016 Q3	$222K	Hold	8,073	–	–	﹤0.01%	1163
2016 Q2	$202K	Buy	+8,073	New	+$194K	﹤0.01%	1172

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Capital Financial Advisors's TRMK Position: Q1 2020 in Review

United Capital Financial Advisors sold out of Trustmark (TRMK) in Q1 2020, closing a stake of 8,407 shares — an estimated $290K sold.

United Capital Financial Advisors first reported a position in TRMK in Q2 2016 and held it in 15 quarters. The position peaked at $291K in Q1 2019. 174 funds tracked by Wall St. Rank hold TRMK as of Q1 2020.

United Capital Financial Advisors reported no remaining Trustmark position as of Q1 2020 after selling out during the quarter.
United Capital Financial Advisors sold 8,407 Trustmark shares in Q1 2020, an estimated $290K.
United Capital Financial Advisors first reported a position in Trustmark in Q2 2016 and held it in 15 quarters.
United Capital Financial Advisors's Trustmark position peaked at $291K in Q1 2019.
174 funds tracked by Wall St. Rank held Trustmark as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.