Bush ODonnell Investment Advisors’s Athenahealth, Inc. ATHN Stock Holding History

Bush ODonnell Investment Advisors’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 Q3	$1.24M	Hold	9,256	–	–	1.9%	21
2018 Q2	$1.47M	Hold	9,256	–	–	2.49%	20
2018 Q1	$1.32M	Hold	9,256	–	–	1.86%	20
2017 Q4	$1.23M	Sell	9,256 -24	-0.3%	-$3.07K	1%	20
2017 Q3	$1.15M	Hold	9,280	–	–	0.88%	21
2017 Q2	$1.3M	Hold	9,280	–	–	0.81%	20
2017 Q1	$1.05M	Hold	9,280	–	–	0.65%	24
2016 Q4	$976K	Sell	9,280 -28	-0.3%	-$3.01K	0.65%	24
2016 Q3	$1.17M	Hold	9,308	–	–	0.78%	21
2016 Q2	$1.28M	Hold	9,308	–	–	0.86%	20
2016 Q1	$1.29M	Hold	9,308	–	–	0.88%	20
2015 Q4	$1.5M	Sell	9,308 -20	-0.2%	-$3.09K	1.04%	20
2015 Q3	$1.24M	Hold	9,328	–	–	0.88%	21
2015 Q2	$1.07M	Hold	9,328	–	–	0.66%	21
2015 Q1	$1.11M	Hold	9,328	–	–	0.66%	21
2014 Q4	$1.36M	Sell	9,328 -24	-0.3%	-$3.01K	0.73%	21
2014 Q3	$1.23M	Hold	9,352	–	–	0.72%	21
2014 Q2	$1.17M	Hold	9,352	–	–	0.66%	22
2014 Q1	$1.5M	Hold	9,352	–	–	0.77%	21
2013 Q4	$1.26M	Sell	9,352 -24	-0.3%	-$3.08K	0.66%	22
2013 Q3	$1.02M	Hold	9,376	–	–	0.49%	28
2013 Q2	$794K	Buy	+9,376	New	+$839K	0.4%	29

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bush ODonnell Investment Advisors's ATHN Position: Q3 2018 in Review

Bush ODonnell Investment Advisors held its Athenahealth, Inc. (ATHN) position steady in Q3 2018 at 9,256 shares worth $1.24M. The position accounts for 1.9% of the portfolio, ranked #21.

Bush ODonnell Investment Advisors first reported a position in ATHN in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.5M in Q1 2014. 276 funds tracked by Wall St. Rank hold ATHN as of Q3 2018.

Bush ODonnell Investment Advisors held 9,256 shares of Athenahealth, Inc. worth $1.24M as of Q3 2018.
Bush ODonnell Investment Advisors left its Athenahealth, Inc. share count unchanged in Q3 2018.
Athenahealth, Inc. made up 1.9% of Bush ODonnell Investment Advisors's portfolio in Q3 2018, its #21 holding.
Bush ODonnell Investment Advisors first reported a position in Athenahealth, Inc. in Q2 2013 and has held it in 22 quarters since.
Bush ODonnell Investment Advisors's Athenahealth, Inc. position peaked at $1.5M in Q1 2014.
276 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q3 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.