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

Bison 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
2018 Q1	–	Sell	-2,220	Closed	-$295K	–	217
2017 Q4	$295K	Buy	+2,220	New	+$284K	0.22%	134

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

Bison Wealth's ATHN Position: Q1 2018 in Review

Bison Wealth sold out of Athenahealth, Inc. (ATHN) in Q1 2018, closing a stake of 2,220 shares — an estimated $295K sold.

Bison Wealth first reported a position in ATHN in Q4 2017 and held it in 1 quarter. The position peaked at $295K in Q4 2017. 259 funds tracked by Wall St. Rank hold ATHN as of Q1 2018.

Bison Wealth reported no remaining Athenahealth, Inc. position as of Q1 2018 after selling out during the quarter.
Bison Wealth sold 2,220 Athenahealth, Inc. shares in Q1 2018, an estimated $295K.
Bison Wealth first reported a position in Athenahealth, Inc. in Q4 2017 and held it in 1 quarter.
Bison Wealth's Athenahealth, Inc. position peaked at $295K in Q4 2017.
259 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q1 2018.

Based on Bison Wealth's 13F filing for Q1 2018, filed 8 May 2018.