CAM
ATHN

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

Capstone 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
2014
Q1 		– Sell
-1,781
Closed -$240K – 1830
2013
Q4 		$240K Sell
1,781
-12,284
-87% -$1.58M 0.01% 1666
2013
Q3 		$1.53M Sell
14,065
-1,790
-11% -$194K 0.04% 562
2013
Q2 		$1.34M Buy
+15,855
New +$1.42M 0.04% 577

Other funds holding ATHN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Capstone Asset Management's ATHN Position: Q1 2014 in Review

Capstone Asset Management sold out of Athenahealth, Inc. (ATHN) in Q1 2014, closing a stake of 1,781 shares — an estimated $240K sold.

Capstone Asset Management first reported a position in ATHN in Q2 2013 and held it in 3 quarters. The position peaked at $1.53M in Q3 2013. 237 funds tracked by Wall St. Rank hold ATHN as of Q1 2014.

  • Capstone Asset Management reported no remaining Athenahealth, Inc. position as of Q1 2014 after selling out during the quarter.
  • Capstone Asset Management sold 1,781 Athenahealth, Inc. shares in Q1 2014, an estimated $240K.
  • Capstone Asset Management first reported a position in Athenahealth, Inc. in Q2 2013 and held it in 3 quarters.
  • Capstone Asset Management's Athenahealth, Inc. position peaked at $1.53M in Q3 2013.
  • 237 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q1 2014.

Based on Capstone Asset Management's 13F filing for Q1 2014, filed 22 Apr 2014.