WBI Investments’s Trustmark TRMK Stock Holding History

WBI Investments’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	-19,826	Closed	-$685K	–	197
2019 Q4	$685K	Buy	+19,826	New	+$685K	0.07%	143
2018 Q4	–	Sell	-49,583	Closed	-$1.67M	–	219
2018 Q3	$1.67M	Buy	+49,583	New	+$1.73M	0.09%	161
2018 Q1	–	Sell	-108,269	Closed	-$3.45M	–	323
2017 Q4	$3.45M	Buy	+108,269	New	+$3.58M	0.16%	104
2014 Q4	–	Sell	-64,867	Closed	-$1.49M	–	239
2014 Q3	$1.49M	Buy	+64,867	New	+$1.54M	0.04%	130

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

WBI Investments's TRMK Position: Q1 2020 in Review

WBI Investments sold out of Trustmark (TRMK) in Q1 2020, closing a stake of 19,826 shares — an estimated $685K sold.

WBI Investments first reported a position in TRMK in Q3 2014 and held it in 4 quarters. The position peaked at $3.45M in Q4 2017. 174 funds tracked by Wall St. Rank hold TRMK as of Q1 2020.

WBI Investments reported no remaining Trustmark position as of Q1 2020 after selling out during the quarter.
WBI Investments sold 19,826 Trustmark shares in Q1 2020, an estimated $685K.
WBI Investments first reported a position in Trustmark in Q3 2014 and held it in 4 quarters.
WBI Investments's Trustmark position peaked at $3.45M in Q4 2017.
174 funds tracked by Wall St. Rank held Trustmark as of Q1 2020.

Based on WBI Investments's 13F filing for Q1 2020, filed 8 May 2020.