Essex Financial Services’s Athenahealth, Inc. ATHN Stock Holding History

Essex Financial Services’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	–	Sell	-1,960	Closed	-$312K	–	305
2018 Q2	$312K	Hold	1,960	–	–	0.08%	206
2018 Q1	$280K	Hold	1,960	–	–	0.05%	278
2017 Q4	$261K	Sell	1,960 -350	-15%	-$44.7K	0.06%	231
2017 Q3	$287K	Hold	2,310	–	–	0.07%	218
2017 Q2	$325K	Buy	+2,310	New	+$289K	0.07%	258
2017 Q1	–	Sell	-2,310	Closed	-$243K	–	343
2016 Q4	$243K	Buy	+2,310	New	+$248K	0.05%	275
2016 Q2	–	Sell	-3,010	Closed	-$418K	–	325
2016 Q1	$418K	Sell	3,010 -125	-4%	-$17.1K	0.1%	190
2015 Q4	$505K	Sell	3,135 -150	-5%	-$23.2K	0.12%	176
2015 Q3	$438K	Hold	3,285	–	–	0.11%	189
2015 Q2	$376K	Sell	3,285 -700	-18%	-$83.7K	0.1%	212
2015 Q1	$476K	Hold	3,985	–	–	0.12%	188
2014 Q4	$581K	Hold	3,985	–	–	0.15%	157
2014 Q3	$525K	Buy	3,985 +750	+23%	+$98.8K	0.16%	152
2014 Q2	$405K	Sell	3,235 -950	-23%	-$123K	0.12%	187
2014 Q1	$671K	Sell	4,185 -350	-8%	-$57.6K	0.22%	110
2013 Q4	$610K	Buy	4,535 +250	+6%	+$32.1K	0.21%	116
2013 Q3	$465	Hold	4,285	–	–	0.15%	139
2013 Q2	$363K	Buy	+4,285	New	+$383K	0.13%	161

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

Essex Financial Services's ATHN Position: Q3 2018 in Review

Essex Financial Services sold out of Athenahealth, Inc. (ATHN) in Q3 2018, closing a stake of 1,960 shares — an estimated $312K sold.

Essex Financial Services first reported a position in ATHN in Q2 2013 and held it in 18 quarters. The position peaked at $671K in Q1 2014. 276 funds tracked by Wall St. Rank hold ATHN as of Q3 2018.

Essex Financial Services reported no remaining Athenahealth, Inc. position as of Q3 2018 after selling out during the quarter.
Essex Financial Services sold 1,960 Athenahealth, Inc. shares in Q3 2018, an estimated $312K.
Essex Financial Services first reported a position in Athenahealth, Inc. in Q2 2013 and held it in 18 quarters.
Essex Financial Services's Athenahealth, Inc. position peaked at $671K in Q1 2014.
276 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q3 2018.

Based on Essex Financial Services's 13F filing for Q3 2018, filed 5 Nov 2018.