Allen Investment Management’s Athenahealth, Inc. ATHN Stock Holding History

Allen Investment 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
2018 Q1	–	Sell	-6,133	Closed	-$816K	–	185
2017 Q4	$816K	Hold	6,133	–	–	0.04%	105
2017 Q3	$763K	Hold	6,133	–	–	0.03%	120
2017 Q2	$862K	Buy	6,133 +2,449	+66%	+$306K	0.04%	112
2017 Q1	$415K	Buy	+3,684	New	+$429K	0.02%	172
2016 Q4	–	Sell	-4,137	Closed	-$522K	–	229
2016 Q3	$522K	Hold	4,137	–	–	0.03%	129
2016 Q2	$571K	Hold	4,137	–	–	0.04%	127
2016 Q1	$574K	Hold	4,137	–	–	0.05%	120
2015 Q4	$666K	Hold	4,137	–	–	0.06%	102
2015 Q3	$552K	Buy	4,137 +1,038	+33%	+$135K	0.05%	129
2015 Q2	$355K	Hold	3,099	–	–	0.03%	161
2015 Q1	$370K	Hold	3,099	–	–	0.03%	176
2014 Q4	$452K	Buy	+3,099	New	+$389K	0.03%	141

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

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

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

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

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

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

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Allen Investment Management's ATHN Position: Q1 2018 in Review

Allen Investment Management sold out of Athenahealth, Inc. (ATHN) in Q1 2018, closing a stake of 6,133 shares — an estimated $816K sold.

Allen Investment Management first reported a position in ATHN in Q4 2014 and held it in 12 quarters. The position peaked at $862K in Q2 2017. 259 funds tracked by Wall St. Rank hold ATHN as of Q1 2018.

Allen Investment Management reported no remaining Athenahealth, Inc. position as of Q1 2018 after selling out during the quarter.
Allen Investment Management sold 6,133 Athenahealth, Inc. shares in Q1 2018, an estimated $816K.
Allen Investment Management first reported a position in Athenahealth, Inc. in Q4 2014 and held it in 12 quarters.
Allen Investment Management's Athenahealth, Inc. position peaked at $862K in Q2 2017.
259 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q1 2018.

Based on Allen Investment Management's 13F filing for Q1 2018, filed 14 May 2018.