FMT
ATHN

First Mercantile Trust’s Athenahealth, Inc. ATHN Stock Holding History

First Mercantile Trust’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
Q4 		– Sell
-5,100
Closed -$672K – 1189
2014
Q3 		$672K Sell
5,100
-1,100
-18% -$145K 0.05% 443
2014
Q2 		$776K Buy
6,200
+3,000
+94% +$388K 0.06% 419
2014
Q1 		$513K Buy
+3,200
New +$527K 0.04% 586

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Mercantile Trust's ATHN Position: Q4 2014 in Review

First Mercantile Trust sold out of Athenahealth, Inc. (ATHN) in Q4 2014, closing a stake of 5,100 shares — an estimated $672K sold.

First Mercantile Trust first reported a position in ATHN in Q1 2014 and held it in 3 quarters. The position peaked at $776K in Q2 2014. 205 funds tracked by Wall St. Rank hold ATHN as of Q4 2014.

  • First Mercantile Trust reported no remaining Athenahealth, Inc. position as of Q4 2014 after selling out during the quarter.
  • First Mercantile Trust sold 5,100 Athenahealth, Inc. shares in Q4 2014, an estimated $672K.
  • First Mercantile Trust first reported a position in Athenahealth, Inc. in Q1 2014 and held it in 3 quarters.
  • First Mercantile Trust's Athenahealth, Inc. position peaked at $776K in Q2 2014.
  • 205 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2014.

Based on First Mercantile Trust's 13F filing for Q4 2014, filed 7 Jan 2015.