De Burlo Group’s Athenahealth, Inc. ATHN Stock Holding History

De Burlo Group’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
2016 Q4	–	Sell	-3,000	Closed	-$378K	–	109
2016 Q3	$378K	Hold	3,000	–	–	0.1%	85
2016 Q2	$414K	Hold	3,000	–	–	0.1%	81
2016 Q1	$416K	Hold	3,000	–	–	0.12%	75
2015 Q4	$482K	Hold	3,000	–	–	0.11%	78
2015 Q3	$400K	Hold	3,000	–	–	0.09%	84
2015 Q2	$343K	Hold	3,000	–	–	0.07%	92
2015 Q1	$358K	Hold	3,000	–	–	0.07%	90
2014 Q4	$437K	Hold	3,000	–	–	0.09%	85
2014 Q3	$395K	Hold	3,000	–	–	0.09%	85
2014 Q2	$375K	Hold	3,000	–	–	0.08%	81
2014 Q1	$481K	Hold	3,000	–	–	0.12%	77
2013 Q4	$403K	Buy	+3,000	New	+$385K	0.1%	81
2013 Q3	–	Sell	-3,000	Closed	-$254K	–	101
2013 Q2	$254K	Buy	+3,000	New	+$268K	0.08%	82

Other funds holding ATHN

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

De Burlo Group's ATHN Position: Q4 2016 in Review

De Burlo Group sold out of Athenahealth, Inc. (ATHN) in Q4 2016, closing a stake of 3,000 shares — an estimated $378K sold.

De Burlo Group first reported a position in ATHN in Q2 2013 and held it in 13 quarters. The position peaked at $482K in Q4 2015. 240 funds tracked by Wall St. Rank hold ATHN as of Q4 2016.

De Burlo Group reported no remaining Athenahealth, Inc. position as of Q4 2016 after selling out during the quarter.
De Burlo Group sold 3,000 Athenahealth, Inc. shares in Q4 2016, an estimated $378K.
De Burlo Group first reported a position in Athenahealth, Inc. in Q2 2013 and held it in 13 quarters.
De Burlo Group's Athenahealth, Inc. position peaked at $482K in Q4 2015.
240 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2016.

Based on De Burlo Group's 13F filing for Q4 2016, filed 10 Feb 2017.