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

First Personal 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 Q2	–	Sell	-105	Closed	-$15K	–	1030
2018 Q1	$15K	Buy	105 +79	+304%	+$10.8K	﹤0.01%	702
2017 Q4	$3K	Sell	26 -123	-83%	-$15.7K	﹤0.01%	962
2017 Q3	$19K	Hold	149	–	–	﹤0.01%	601
2017 Q2	$21K	Buy	149 +4	+3%	+$500	﹤0.01%	578
2017 Q1	$16K	Hold	145	–	–	﹤0.01%	614
2016 Q4	$15K	Buy	145 +9	+7%	+$967	﹤0.01%	615
2016 Q3	$17K	Buy	136 +5	+4%	+$636	0.01%	469
2016 Q2	$18K	Buy	+131	New	+$17.3K	0.01%	440

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

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

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

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

First Personal Financial Services's ATHN Position: Q2 2018 in Review

First Personal Financial Services sold out of Athenahealth, Inc. (ATHN) in Q2 2018, closing a stake of 105 shares — an estimated $15K sold.

First Personal Financial Services first reported a position in ATHN in Q2 2016 and held it in 8 quarters. The position peaked at $21K in Q2 2017. 275 funds tracked by Wall St. Rank hold ATHN as of Q2 2018.

First Personal Financial Services reported no remaining Athenahealth, Inc. position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 105 Athenahealth, Inc. shares in Q2 2018, an estimated $15K.
First Personal Financial Services first reported a position in Athenahealth, Inc. in Q2 2016 and held it in 8 quarters.
First Personal Financial Services's Athenahealth, Inc. position peaked at $21K in Q2 2017.
275 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.