AAM
ATHN

Advisors Asset Management’s Athenahealth, Inc. ATHN Stock Holding History

Advisors Asset Management’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
Q3 		– Sell
-523
Closed -$74K – 1578
2017
Q2 		$74K Sell
523
-290
-36% -$36.2K ﹤0.01% 1389
2017
Q1 		$92K Sell
813
-62
-7% -$7.23K ﹤0.01% 1391
2016
Q4 		$92K Sell
875
-20
-2% -$2.15K ﹤0.01% 1537
2016
Q3 		$113K Buy
895
+17
+2% +$2.16K ﹤0.01% 1478
2016
Q2 		$121K Sell
878
-2,960
-77% -$392K ﹤0.01% 1460
2016
Q1 		$533K Sell
3,838
-3,973
-51% -$545K 0.01% 1057
2015
Q4 		$1.26M Buy
7,811
+3,007
+63% +$465K 0.02% 817
2015
Q3 		$641K Sell
4,804
-5,297
-52% -$691K 0.01% 1007
2015
Q2 		$1.16M Sell
10,101
-864
-8% -$103K 0.02% 866
2015
Q1 		$1.31M Sell
10,965
-4,196
-28% -$559K 0.02% 792
2014
Q4 		$2.21M Sell
15,161
-1,730
-10% -$217K 0.03% 606
2014
Q3 		$2.22M Sell
16,891
-1,633
-9% -$215K 0.03% 578
2014
Q2 		$2.32M Buy
18,524
+1,480
+9% +$191K 0.03% 560
2014
Q1 		$2.73M Buy
17,044
+2,439
+17% +$401K 0.04% 470
2013
Q4 		$1.96M Buy
14,605
+2,217
+18% +$285K 0.03% 512
2013
Q3 		$1.34M Buy
12,388
+2,267
+22% +$245K 0.02% 591
2013
Q2 		$857K Buy
+10,121
New +$906K 0.02% 669

Other funds holding ATHN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Advisors Asset Management's ATHN Position: Q3 2017 in Review

Advisors Asset Management sold out of Athenahealth, Inc. (ATHN) in Q3 2017, closing a stake of 523 shares — an estimated $74K sold.

Advisors Asset Management first reported a position in ATHN in Q2 2013 and held it in 17 quarters. The position peaked at $2.73M in Q1 2014. 227 funds tracked by Wall St. Rank hold ATHN as of Q3 2017.

  • Advisors Asset Management reported no remaining Athenahealth, Inc. position as of Q3 2017 after selling out during the quarter.
  • Advisors Asset Management sold 523 Athenahealth, Inc. shares in Q3 2017, an estimated $74K.
  • Advisors Asset Management first reported a position in Athenahealth, Inc. in Q2 2013 and held it in 17 quarters.
  • Advisors Asset Management's Athenahealth, Inc. position peaked at $2.73M in Q1 2014.
  • 227 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q3 2017.

Based on Advisors Asset Management's 13F filing for Q3 2017, filed 7 Nov 2017.