JIM
TBRG

Jupiter Investment Management’s TruBridge TBRG Stock Holding History

Jupiter 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
2016
Q3 		– Sell
-14,408
Closed -$575K – 466
2016
Q2 		$575K Sell
14,408
-12,051
-46% -$547K 0.01% 328
2016
Q1 		$1.38M Buy
+26,459
New +$1.4M 0.03% 279

Other funds holding TBRG

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jupiter Investment Management's TBRG Position: Q3 2016 in Review

Jupiter Investment Management sold out of TruBridge (TBRG) in Q3 2016, closing a stake of 14,408 shares — an estimated $575K sold.

Jupiter Investment Management first reported a position in TBRG in Q1 2016 and held it in 2 quarters. The position peaked at $1.38M in Q1 2016. 128 funds tracked by Wall St. Rank hold TBRG as of Q3 2016.

  • Jupiter Investment Management reported no remaining TruBridge position as of Q3 2016 after selling out during the quarter.
  • Jupiter Investment Management sold 14,408 TruBridge shares in Q3 2016, an estimated $575K.
  • Jupiter Investment Management first reported a position in TruBridge in Q1 2016 and held it in 2 quarters.
  • Jupiter Investment Management's TruBridge position peaked at $1.38M in Q1 2016.
  • 128 funds tracked by Wall St. Rank held TruBridge as of Q3 2016.

Based on Jupiter Investment Management's 13F filing for Q3 2016, filed 28 Oct 2016.