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Wilbanks Smith & Thomas Asset Management’s Trustmark TRMK Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-687
Closed -$23K – 1230
2018
Q3 		$23K Buy
+687
New +$23.9K ﹤0.01% 854

Other funds holding TRMK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's TRMK Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Trustmark (TRMK) in Q4 2018, closing a stake of 687 shares — an estimated $23K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in TRMK in Q3 2018 and held it in 1 quarter. The position peaked at $23K in Q3 2018. 203 funds tracked by Wall St. Rank hold TRMK as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Trustmark position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 687 Trustmark shares in Q4 2018, an estimated $23K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Trustmark in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Trustmark position peaked at $23K in Q3 2018.
  • 203 funds tracked by Wall St. Rank held Trustmark as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.