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 Q2	–	Sell	-500	Closed	-$3K	–	4978
2017 Q1	$3K	Buy	+500	New	+$58.3K	﹤0.01%	4226

Other funds holding ATHN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

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

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.