GT
ATHN

Greenleaf Trust’s Athenahealth, Inc. ATHN Stock Holding History

Greenleaf 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
2018
Q2 		– Sell
-418
Closed -$60K – 609
2018
Q1 		$60K Hold
418
– – ﹤0.01% 475
2017
Q4 		$56K Hold
418
– – ﹤0.01% 474
2017
Q3 		$52K Buy
+418
New +$57.6K ﹤0.01% 440

Other funds holding ATHN

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Greenleaf Trust's ATHN Position: Q2 2018 in Review

Greenleaf Trust sold out of Athenahealth, Inc. (ATHN) in Q2 2018, closing a stake of 418 shares — an estimated $60K sold.

Greenleaf Trust first reported a position in ATHN in Q3 2017 and held it in 3 quarters. The position peaked at $60K in Q1 2018. 275 funds tracked by Wall St. Rank hold ATHN as of Q2 2018.

  • Greenleaf Trust reported no remaining Athenahealth, Inc. position as of Q2 2018 after selling out during the quarter.
  • Greenleaf Trust sold 418 Athenahealth, Inc. shares in Q2 2018, an estimated $60K.
  • Greenleaf Trust first reported a position in Athenahealth, Inc. in Q3 2017 and held it in 3 quarters.
  • Greenleaf Trust's Athenahealth, Inc. position peaked at $60K in Q1 2018.
  • 275 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q2 2018.

Based on Greenleaf Trust's 13F filing for Q2 2018, filed 7 Aug 2018.