Creative Planning
ATHN

Creative Planning’s Athenahealth, Inc. ATHN Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-120
Closed -$17K – 4337
2017
Q2 		$17K Buy
120
+109
+991% +$13.6K ﹤0.01% 3295
2017
Q1 		$1K Hold
11
– – ﹤0.01% 4564
2016
Q4 		$1K Hold
11
– – ﹤0.01% 4551
2016
Q3 		$1K Buy
11
+4
+57% +$509 ﹤0.01% 4502
2016
Q2 		$1K Sell
7
-125
-95% -$16.5K ﹤0.01% 4275
2016
Q1 		$18K Sell
132
-100
-43% -$13.7K ﹤0.01% 2848
2015
Q4 		$37K Buy
232
+107
+86% +$16.5K ﹤0.01% 2371
2015
Q3 		$17K Buy
+125
New +$16.3K ﹤0.01% 2874
2015
Q2 		– Sell
-125
Closed -$15K – 3569
2015
Q1 		$15K Sell
125
-5
-4% -$666 ﹤0.01% 2945
2014
Q4 		$19K Buy
+130
New +$16.3K ﹤0.01% 2713
2013
Q4 		– Sell
-50
Closed -$5K – 3548
2013
Q3 		$5K Buy
+50
New +$5.41K ﹤0.01% 2760

Other funds holding ATHN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Creative Planning's ATHN Position: Q3 2017 in Review

Creative Planning sold out of Athenahealth, Inc. (ATHN) in Q3 2017, closing a stake of 120 shares — an estimated $17K sold.

Creative Planning first reported a position in ATHN in Q3 2013 and held it in 11 quarters. The position peaked at $37K in Q4 2015. 227 funds tracked by Wall St. Rank hold ATHN as of Q3 2017.

  • Creative Planning reported no remaining Athenahealth, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 120 Athenahealth, Inc. shares in Q3 2017, an estimated $17K.
  • Creative Planning first reported a position in Athenahealth, Inc. in Q3 2013 and held it in 11 quarters.
  • Creative Planning's Athenahealth, Inc. position peaked at $37K in Q4 2015.
  • 227 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.