WFG Advisors’s Trustmark TRMK Stock Holding History

WFG 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
2016 Q4	–	Sell	-200	Closed	-$6K	–	1727
2016 Q3	$6K	Hold	200	–	–	﹤0.01%	1247
2016 Q2	$5K	Hold	200	–	–	﹤0.01%	1255
2016 Q1	$5K	Buy	+200	New	+$4.41K	﹤0.01%	1207

Other funds holding TRMK

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

WFG Advisors's TRMK Position: Q4 2016 in Review

WFG Advisors sold out of Trustmark (TRMK) in Q4 2016, closing a stake of 200 shares — an estimated $6K sold.

WFG Advisors first reported a position in TRMK in Q1 2016 and held it in 3 quarters. The position peaked at $6K in Q3 2016. 193 funds tracked by Wall St. Rank hold TRMK as of Q4 2016.

WFG Advisors reported no remaining Trustmark position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 200 Trustmark shares in Q4 2016, an estimated $6K.
WFG Advisors first reported a position in Trustmark in Q1 2016 and held it in 3 quarters.
WFG Advisors's Trustmark position peaked at $6K in Q3 2016.
193 funds tracked by Wall St. Rank held Trustmark as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.