First Trust Advisors
ATHN

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

First Trust Advisors’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
Q4 		– Sell
-118,271
Closed -$15.8M – 2531
2018
Q3 		$15.8M Buy
118,271
+4,356
+4% +$653K 0.03% 689
2018
Q2 		$18.1M Buy
113,915
+69,830
+158% +$10.4M 0.04% 605
2018
Q1 		$6.3M Buy
44,085
+42,357
+2,451% +$5.79M 0.01% 936
2017
Q4 		$230K Sell
1,728
-113,864
-99% -$14.6M ﹤0.01% 2300
2017
Q3 		$14.4M Buy
115,592
+114,032
+7,310% +$15.7M 0.04% 622
2017
Q2 		$219K Buy
+1,560
New +$195K ﹤0.01% 2273
2016
Q4 		– Sell
-39,608
Closed -$5M – 2547
2016
Q3 		$5M Sell
39,608
-38,743
-49% -$4.93M 0.01% 965
2016
Q2 		$10.8M Sell
78,351
-113,630
-59% -$15M 0.03% 673
2016
Q1 		$26.6M Sell
191,981
-254,589
-57% -$34.9M 0.09% 295
2015
Q4 		$71.9M Buy
+446,570
New +$69M 0.19% 121
2015
Q2 		– Sell
-200,027
Closed -$23.9M – 2317
2015
Q1 		$23.9M Buy
200,027
+119,431
+148% +$15.9M 0.07% 338
2014
Q4 		$11.7M Buy
+80,596
New +$10.1M 0.04% 636

Other funds holding ATHN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

First Trust Advisors's ATHN Position: Q4 2018 in Review

First Trust Advisors sold out of Athenahealth, Inc. (ATHN) in Q4 2018, closing a stake of 118,271 shares — an estimated $15.8M sold.

First Trust Advisors first reported a position in ATHN in Q4 2014 and held it in 12 quarters. The position peaked at $71.9M in Q4 2015. 263 funds tracked by Wall St. Rank hold ATHN as of Q4 2018.

  • First Trust Advisors reported no remaining Athenahealth, Inc. position as of Q4 2018 after selling out during the quarter.
  • First Trust Advisors sold 118,271 Athenahealth, Inc. shares in Q4 2018, an estimated $15.8M.
  • First Trust Advisors first reported a position in Athenahealth, Inc. in Q4 2014 and held it in 12 quarters.
  • First Trust Advisors's Athenahealth, Inc. position peaked at $71.9M in Q4 2015.
  • 263 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2018.

Based on First Trust Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.