FIM
TBRG

Freedom Investment Management’s TruBridge TBRG Stock Holding History

Freedom Investment Management’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
2019
Q3 		– Sell
-11,987
Closed -$333K – 741
2019
Q2 		$333K Buy
11,987
+784
+7% +$21.9K 0.03% 492
2019
Q1 		$333K Sell
11,203
-3,816
-25% -$110K 0.03% 486
2018
Q4 		$377K Buy
+15,019
New +$392K 0.03% 495
2018
Q3 		– Sell
-13,188
Closed -$434K – 983
2018
Q2 		$434K Buy
+13,188
New +$414K 0.03% 617
2017
Q3 		– Sell
-9,421
Closed -$309K – 1164
2017
Q2 		$309K Buy
+9,421
New +$293K 0.02% 777
2016
Q4 		– Sell
-10,265
Closed -$268K – 1063
2016
Q3 		$268K Buy
10,265
+200
+2% +$6.28K 0.02% 697
2016
Q2 		$402K Sell
10,065
-3,078
-23% -$140K 0.03% 488
2016
Q1 		$685K Buy
13,143
+1,870
+17% +$99K 0.05% 301
2015
Q4 		$561K Buy
11,273
+8,975
+391% +$401K 0.04% 368
2015
Q3 		$332K Sell
2,298
-5,357
-70% -$258K 0.03% 441
2015
Q2 		$409K Buy
7,655
+2,731
+55% +$147K 0.04% 403
2015
Q1 		$267K Buy
+4,924
New +$270K 0.03% 512

Other funds holding TBRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Freedom Investment Management's TBRG Position: Q3 2019 in Review

Freedom Investment Management sold out of TruBridge (TBRG) in Q3 2019, closing a stake of 11,987 shares — an estimated $333K sold.

Freedom Investment Management first reported a position in TBRG in Q1 2015 and held it in 12 quarters. The position peaked at $685K in Q1 2016. 137 funds tracked by Wall St. Rank hold TBRG as of Q3 2019.

  • Freedom Investment Management reported no remaining TruBridge position as of Q3 2019 after selling out during the quarter.
  • Freedom Investment Management sold 11,987 TruBridge shares in Q3 2019, an estimated $333K.
  • Freedom Investment Management first reported a position in TruBridge in Q1 2015 and held it in 12 quarters.
  • Freedom Investment Management's TruBridge position peaked at $685K in Q1 2016.
  • 137 funds tracked by Wall St. Rank held TruBridge as of Q3 2019.

Based on Freedom Investment Management's 13F filing for Q3 2019, filed 5 Nov 2019.