B. Riley Wealth Advisors’s TruBridge TBRG Stock Holding History

B. Riley Wealth Advisors’s Portfolio TBRG Stock Details TBRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,065	Closed	-$65	–	2032
2014 Q4	$65	Buy	+1,065	New	+$64.7K	﹤0.01%	1965
2014 Q3	–	Sell	-1,076	Closed	-$68.4K	–	1932
2014 Q2	$68.4K	Buy	+1,076	New	+$67.8K	0.02%	886

Other funds holding TBRG

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

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

B. Riley Wealth Advisors's TBRG Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of TruBridge (TBRG) in Q1 2015, closing a stake of 1,065 shares — an estimated $65 sold.

B. Riley Wealth Advisors first reported a position in TBRG in Q2 2014 and held it in 2 quarters. The position peaked at $68.4K in Q2 2014. 164 funds tracked by Wall St. Rank hold TBRG as of Q1 2015.

B. Riley Wealth Advisors reported no remaining TruBridge position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,065 TruBridge shares in Q1 2015, an estimated $65.
B. Riley Wealth Advisors first reported a position in TruBridge in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's TruBridge position peaked at $68.4K in Q2 2014.
164 funds tracked by Wall St. Rank held TruBridge as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.