Independent Portfolio Consultants’s Athenahealth, Inc. ATHN Stock Holding History

Independent Portfolio Consultants’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 Q2	$64K	Sell	458 -157	-26%	-$19.6K	0.03%	486
2017 Q1	$69K	Sell	615 -265	-30%	-$30.9K	0.02%	518
2016 Q4	$93K	Sell	880 -45	-5%	-$4.84K	0.03%	459
2016 Q3	$117K	Sell	925 -50	-5%	-$6.36K	0.04%	429
2016 Q2	$135K	Sell	975 -220	-18%	-$29.1K	0.04%	405
2016 Q1	$166K	Buy	1,195 +15	+1%	+$2.06K	0.05%	384
2015 Q4	$190K	Sell	1,180 -250	-17%	-$38.6K	0.06%	340
2015 Q3	$191K	Sell	1,430 -570	-29%	-$74.4K	0.04%	349
2015 Q2	$229K	Buy	2,000 +400	+25%	+$47.8K	0.05%	342
2015 Q1	$191K	Buy	1,600 +475	+42%	+$63.3K	0.04%	370
2014 Q4	$164K	Buy	+1,125	New	+$141K	0.03%	409
2014 Q3	–	Sell	-213	Closed	-$27K	–	982
2014 Q2	$27K	Buy	+213	New	+$27.5K	0.01%	737

Other funds holding ATHN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Independent Portfolio Consultants's ATHN Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Athenahealth, Inc. (ATHN) stake by 26% in Q2 2017, selling an estimated $19.6K and leaving 458 shares worth $64K. The position accounts for 0.03% of the portfolio, ranked #486.

Independent Portfolio Consultants first reported a position in ATHN in Q2 2014 and has held it in 12 quarters since. The position peaked at $229K in Q2 2015. 226 funds tracked by Wall St. Rank hold ATHN as of Q2 2017.

Independent Portfolio Consultants held 458 shares of Athenahealth, Inc. worth $64K as of Q2 2017.
Independent Portfolio Consultants sold 157 Athenahealth, Inc. shares in Q2 2017, an estimated $19.6K.
Athenahealth, Inc. made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #486 holding.
Independent Portfolio Consultants first reported a position in Athenahealth, Inc. in Q2 2014 and has held it in 12 quarters since.
Independent Portfolio Consultants's Athenahealth, Inc. position peaked at $229K in Q2 2015.
226 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.