JFS Wealth Advisors’s Athenahealth, Inc. ATHN Stock Holding History

JFS Wealth 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	-200	Closed	-$27K	–	563
2018 Q3	$27K	Hold	200	–	–	0.01%	295
2018 Q2	$32K	Hold	200	–	–	0.01%	277
2018 Q1	$29K	Hold	200	–	–	0.01%	284
2017 Q4	$27K	Hold	200	–	–	0.01%	297
2017 Q3	$25K	Hold	200	–	–	0.01%	296
2017 Q2	$28K	Hold	200	–	–	0.01%	270
2017 Q1	$21K	Hold	200	–	–	0.01%	303
2016 Q4	$21K	Hold	200	–	–	0.01%	303
2016 Q3	$25K	Hold	200	–	–	0.01%	300
2016 Q2	$28K	Hold	200	–	–	0.01%	299
2016 Q1	$28K	Hold	200	–	–	0.01%	290
2015 Q4	$32K	Hold	200	–	–	0.01%	285
2015 Q3	$27K	Sell	200 -26	-12%	-$3.39K	0.01%	256
2015 Q2	$26K	Sell	226 -7	-3%	-$837	0.01%	245
2015 Q1	$28K	Buy	233 +1	+0.4%	+$133	0.01%	242
2014 Q4	$34K	Buy	232 +3	+1%	+$377	0.01%	231
2014 Q3	$30K	Sell	229 -3	-1%	-$395	0.01%	228
2014 Q2	$29K	Buy	+232	New	+$30K	0.01%	232

Other funds holding ATHN

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

JFS Wealth Advisors's ATHN Position: Q4 2018 in Review

JFS Wealth Advisors sold out of Athenahealth, Inc. (ATHN) in Q4 2018, closing a stake of 200 shares — an estimated $27K sold.

JFS Wealth Advisors first reported a position in ATHN in Q2 2014 and held it in 18 quarters. The position peaked at $34K in Q4 2014. 263 funds tracked by Wall St. Rank hold ATHN as of Q4 2018.

JFS Wealth Advisors reported no remaining Athenahealth, Inc. position as of Q4 2018 after selling out during the quarter.
JFS Wealth Advisors sold 200 Athenahealth, Inc. shares in Q4 2018, an estimated $27K.
JFS Wealth Advisors first reported a position in Athenahealth, Inc. in Q2 2014 and held it in 18 quarters.
JFS Wealth Advisors's Athenahealth, Inc. position peaked at $34K in Q4 2014.
263 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2018.

Based on JFS Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.