LWM
TBRG

LBA Wealth Management’s TruBridge TBRG Stock Holding History

LBA Wealth 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
2014
Q4 		– Sell
-76
Closed -$4K – 400
2014
Q3 		$4K Buy
+76
New +$4.74K ﹤0.01% 367

Other funds holding TBRG

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LBA Wealth Management's TBRG Position: Q4 2014 in Review

LBA Wealth Management sold out of TruBridge (TBRG) in Q4 2014, closing a stake of 76 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in TBRG in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 180 funds tracked by Wall St. Rank hold TBRG as of Q4 2014.

  • LBA Wealth Management reported no remaining TruBridge position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 76 TruBridge shares in Q4 2014, an estimated $4K.
  • LBA Wealth Management first reported a position in TruBridge in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's TruBridge position peaked at $4K in Q3 2014.
  • 180 funds tracked by Wall St. Rank held TruBridge as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.