Advisory Research’s Athenahealth, Inc. ATHN Stock Holding History

Advisory Research’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
2018 Q2	–	Sell	-2,634	Closed	-$377K	–	411
2018 Q1	$377K	Buy	+2,634	New	+$360K	0.01%	328

Other funds holding ATHN

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Advisory Research's ATHN Position: Q2 2018 in Review

Advisory Research sold out of Athenahealth, Inc. (ATHN) in Q2 2018, closing a stake of 2,634 shares — an estimated $377K sold.

Advisory Research first reported a position in ATHN in Q1 2018 and held it in 1 quarter. The position peaked at $377K in Q1 2018. 275 funds tracked by Wall St. Rank hold ATHN as of Q2 2018.

Advisory Research reported no remaining Athenahealth, Inc. position as of Q2 2018 after selling out during the quarter.
Advisory Research sold 2,634 Athenahealth, Inc. shares in Q2 2018, an estimated $377K.
Advisory Research first reported a position in Athenahealth, Inc. in Q1 2018 and held it in 1 quarter.
Advisory Research's Athenahealth, Inc. position peaked at $377K in Q1 2018.
275 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q2 2018.

Based on Advisory Research's 13F filing for Q2 2018, filed 14 Aug 2018.