1GA
ATHN

1st Global Advisors’s Athenahealth, Inc. ATHN Stock Holding History

1st Global Advisors’s Portfolio ATHN Stock Details ATHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$243K Buy
+1,726
New +$216K 0.03% 424
2016
Q4 		– Sell
-1,760
Closed -$222K – 561
2016
Q3 		$222K Buy
1,760
+127
+8% +$16.2K 0.03% 461
2016
Q2 		$225K Buy
1,633
+24
+1% +$3.17K 0.03% 439
2016
Q1 		$223K Buy
1,609
+88
+6% +$12.1K 0.03% 444
2015
Q4 		$245K Sell
1,521
-265
-15% -$40.9K 0.04% 363
2015
Q3 		$238K Sell
1,786
-133
-7% -$17.4K 0.04% 368
2015
Q2 		$220 Buy
1,919
+233
+14% +$27.9K 0.03% 422
2015
Q1 		$201K Sell
1,686
-29
-2% -$3.87K 0.03% 442
2014
Q4 		$250K Buy
+1,715
New +$215K 0.04% 375

Other funds holding ATHN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

1st Global Advisors's ATHN Position: Q2 2017 in Review

1st Global Advisors opened a new position in Athenahealth, Inc. (ATHN) in Q2 2017: 1,726 shares worth $243K. The stake represents 0.03% of the portfolio and ranks #424 among its holdings. This is a return to the name: 1st Global Advisors previously reported a position in ATHN as recently as Q3 2016.

1st Global Advisors first reported a position in ATHN in Q4 2014 and has held it in 9 quarters since. The position peaked at $250K in Q4 2014. 226 funds tracked by Wall St. Rank hold ATHN as of Q2 2017.

  • 1st Global Advisors held 1,726 shares of Athenahealth, Inc. worth $243K as of Q2 2017.
  • Athenahealth, Inc. was a new 1st Global Advisors position in Q2 2017.
  • Athenahealth, Inc. made up 0.03% of 1st Global Advisors's portfolio in Q2 2017, its #424 holding.
  • 1st Global Advisors first reported a position in Athenahealth, Inc. in Q4 2014 and has held it in 9 quarters since.
  • 1st Global Advisors's Athenahealth, Inc. position peaked at $250K in Q4 2014.
  • 226 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.