IBM Retirement Fund’s Athenahealth, Inc. ATHN Stock Holding History

IBM Retirement Fund’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
2017 Q1	–	Sell	-3,124	Closed	-$329K	–	849
2016 Q4	$329K	Sell	3,124 -561	-15%	-$60.3K	0.01%	748
2016 Q3	$465K	Sell	3,685 -248	-6%	-$31.5K	0.02%	668
2016 Q2	$543K	Buy	3,933 +51	+1%	+$6.75K	0.02%	616
2016 Q1	$539K	Sell	3,882 -5,026	-56%	-$689K	0.02%	625
2015 Q4	$1.43M	Buy	+8,908	New	+$1.38M	0.03%	603
2015 Q3	–	Sell	-8,949	Closed	-$1.02M	–	1017
2015 Q2	$1.02M	Buy	8,949 +4	+0%	+$478	0.02%	747
2015 Q1	$1.07M	Hold	8,945	–	–	0.02%	726
2014 Q4	$1.3M	Buy	8,945 +818	+10%	+$103K	0.02%	643
2014 Q3	$1.07M	Sell	8,127 -1,018	-11%	-$134K	0.02%	669
2014 Q2	$1.15M	Buy	+9,145	New	+$1.18M	0.02%	713

Other funds holding ATHN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

IBM Retirement Fund's ATHN Position: Q1 2017 in Review

IBM Retirement Fund sold out of Athenahealth, Inc. (ATHN) in Q1 2017, closing a stake of 3,124 shares — an estimated $329K sold.

IBM Retirement Fund first reported a position in ATHN in Q2 2014 and held it in 10 quarters. The position peaked at $1.43M in Q4 2015. 226 funds tracked by Wall St. Rank hold ATHN as of Q1 2017.

IBM Retirement Fund reported no remaining Athenahealth, Inc. position as of Q1 2017 after selling out during the quarter.
IBM Retirement Fund sold 3,124 Athenahealth, Inc. shares in Q1 2017, an estimated $329K.
IBM Retirement Fund first reported a position in Athenahealth, Inc. in Q2 2014 and held it in 10 quarters.
IBM Retirement Fund's Athenahealth, Inc. position peaked at $1.43M in Q4 2015.
226 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.