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Wealthcare Capital Management’s Trustmark TRMK Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-200
Closed -$5K – 822
2015
Q1 		$5K Buy
+200
New +$4.64K ﹤0.01% 647

Other funds holding TRMK

BFA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

Wealthcare Capital Management's TRMK Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Trustmark (TRMK) in Q2 2015, closing a stake of 200 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in TRMK in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 174 funds tracked by Wall St. Rank hold TRMK as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Trustmark position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 200 Trustmark shares in Q2 2015, an estimated $5K.
  • Wealthcare Capital Management first reported a position in Trustmark in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Trustmark position peaked at $5K in Q1 2015.
  • 174 funds tracked by Wall St. Rank held Trustmark as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.