SMA
TBRG

Simply Money Advisors’s TruBridge TBRG Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-85
Closed -$4K – 375
2013
Q2 		$4K Buy
+85
New +$4.38K ﹤0.01% 314

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Simply Money Advisors's TBRG Position: Q3 2013 in Review

Simply Money Advisors sold out of TruBridge (TBRG) in Q3 2013, closing a stake of 85 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in TBRG in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 148 funds tracked by Wall St. Rank hold TBRG as of Q3 2013.

  • Simply Money Advisors reported no remaining TruBridge position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 85 TruBridge shares in Q3 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in TruBridge in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's TruBridge position peaked at $4K in Q2 2013.
  • 148 funds tracked by Wall St. Rank held TruBridge as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.