AW
ATHN

ACG Wealth’s Athenahealth, Inc. ATHN Stock Holding History

ACG Wealth’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
2016
Q4 		– Sell
-6,212
Closed -$783K – 280
2016
Q3 		$783K Buy
6,212
+28
+0.5% +$3.56K 0.17% 119
2016
Q2 		$853K Sell
6,184
-331
-5% -$43.8K 0.19% 106
2016
Q1 		$904K Sell
6,515
-1,844
-22% -$253K 0.2% 100
2015
Q4 		$1.35M Buy
8,359
+1,448
+21% +$224K 0.3% 90
2015
Q3 		$922K Buy
6,911
+5
+0.1% +$652 0.25% 90
2015
Q2 		$791K Sell
6,906
-5,188
-43% -$620K 0.2% 100
2015
Q1 		$1.44M Buy
12,094
+968
+9% +$129K 0.38% 84
2014
Q4 		$1.62M Buy
11,126
+3,697
+50% +$464K 0.44% 68
2014
Q3 		$978K Sell
7,429
-7,245
-49% -$954K 0.28% 90
2014
Q2 		$1.84M Buy
14,674
+7,755
+112% +$1M 0.35% 82
2014
Q1 		$1.11M Buy
+6,919
New +$1.14M 0.33% 80

Other funds holding ATHN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ACG Wealth's ATHN Position: Q4 2016 in Review

ACG Wealth sold out of Athenahealth, Inc. (ATHN) in Q4 2016, closing a stake of 6,212 shares — an estimated $783K sold.

ACG Wealth first reported a position in ATHN in Q1 2014 and held it in 11 quarters. The position peaked at $1.84M in Q2 2014. 240 funds tracked by Wall St. Rank hold ATHN as of Q4 2016.

  • ACG Wealth reported no remaining Athenahealth, Inc. position as of Q4 2016 after selling out during the quarter.
  • ACG Wealth sold 6,212 Athenahealth, Inc. shares in Q4 2016, an estimated $783K.
  • ACG Wealth first reported a position in Athenahealth, Inc. in Q1 2014 and held it in 11 quarters.
  • ACG Wealth's Athenahealth, Inc. position peaked at $1.84M in Q2 2014.
  • 240 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2016.

Based on ACG Wealth's 13F filing for Q4 2016, filed 8 Feb 2017.