IR
ATHN

Invictus RG’s Athenahealth, Inc. ATHN Stock Holding History

Invictus RG’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
-2,440
Closed -$257K – 907
2016
Q4 		$257K Buy
+2,440
New +$262K 0.17% 237
2016
Q3 		– Sell
-72
Closed -$10K – 845
2016
Q2 		$10K Buy
+72
New +$9.53K 0.01% 512

Other funds holding ATHN

Fidelity Investments
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invictus RG's ATHN Position: Q1 2017 in Review

Invictus RG sold out of Athenahealth, Inc. (ATHN) in Q1 2017, closing a stake of 2,440 shares — an estimated $257K sold.

Invictus RG first reported a position in ATHN in Q2 2016 and held it in 2 quarters. The position peaked at $257K in Q4 2016. 226 funds tracked by Wall St. Rank hold ATHN as of Q1 2017.

  • Invictus RG reported no remaining Athenahealth, Inc. position as of Q1 2017 after selling out during the quarter.
  • Invictus RG sold 2,440 Athenahealth, Inc. shares in Q1 2017, an estimated $257K.
  • Invictus RG first reported a position in Athenahealth, Inc. in Q2 2016 and held it in 2 quarters.
  • Invictus RG's Athenahealth, Inc. position peaked at $257K in Q4 2016.
  • 226 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q1 2017.

Based on Invictus RG's 13F filing for Q1 2017, filed 12 May 2017.