PSI
TBRG

Pinnacle Summer Investments’s TruBridge TBRG Stock Holding History

Pinnacle Summer Investments’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
Q3 		– Sell
-95
Closed -$6K – 1096
2014
Q2 		$6K Hold
95
– – ﹤0.01% 826
2014
Q1 		$6K Buy
+95
New +$6.17K ﹤0.01% 782

Other funds holding TBRG

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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 $609B AUM 40.19% 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 $14.7B AUM 12.5% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Pinnacle Summer Investments's TBRG Position: Q3 2014 in Review

Pinnacle Summer Investments sold out of TruBridge (TBRG) in Q3 2014, closing a stake of 95 shares — an estimated $6K sold.

Pinnacle Summer Investments first reported a position in TBRG in Q1 2014 and held it in 2 quarters. The position peaked at $6K in Q2 2014. 173 funds tracked by Wall St. Rank hold TBRG as of Q3 2014.

  • Pinnacle Summer Investments reported no remaining TruBridge position as of Q3 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 95 TruBridge shares in Q3 2014, an estimated $6K.
  • Pinnacle Summer Investments first reported a position in TruBridge in Q1 2014 and held it in 2 quarters.
  • Pinnacle Summer Investments's TruBridge position peaked at $6K in Q2 2014.
  • 173 funds tracked by Wall St. Rank held TruBridge as of Q3 2014.

Based on Pinnacle Summer Investments's 13F filing for Q3 2014, filed 13 Nov 2014.