JIC
ATHN

Joel Isaacson & Co’s Athenahealth, Inc. ATHN Stock Holding History

Joel Isaacson & Co’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
2016
Q1 		– Sell
-55
Closed -$9K – 810
2015
Q4 		$9K Buy
+55
New +$8.5K ﹤0.01% 572

Other funds holding ATHN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Joel Isaacson & Co's ATHN Position: Q1 2016 in Review

Joel Isaacson & Co sold out of Athenahealth, Inc. (ATHN) in Q1 2016, closing a stake of 55 shares — an estimated $9K sold.

Joel Isaacson & Co first reported a position in ATHN in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 243 funds tracked by Wall St. Rank hold ATHN as of Q1 2016.

  • Joel Isaacson & Co reported no remaining Athenahealth, Inc. position as of Q1 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 55 Athenahealth, Inc. shares in Q1 2016, an estimated $9K.
  • Joel Isaacson & Co first reported a position in Athenahealth, Inc. in Q4 2015 and held it in 1 quarter.
  • Joel Isaacson & Co's Athenahealth, Inc. position peaked at $9K in Q4 2015.
  • 243 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q1 2016.

Based on Joel Isaacson & Co's 13F filing for Q1 2016, filed 18 Apr 2016.