Kanaly Trust’s Athenahealth, Inc. ATHN Stock Holding History

Kanaly Trust’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
2015 Q1	–	Sell	-250	Closed	-$36K	–	741
2014 Q4	$36K	Hold	250	–	–	0.01%	324
2014 Q3	$33K	Hold	250	–	–	0.01%	337
2014 Q2	$31K	Buy	+250	New	+$32.3K	0.01%	359

Other funds holding ATHN

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

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

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

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

JHIU

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kanaly Trust's ATHN Position: Q1 2015 in Review

Kanaly Trust sold out of Athenahealth, Inc. (ATHN) in Q1 2015, closing a stake of 250 shares — an estimated $36K sold.

Kanaly Trust first reported a position in ATHN in Q2 2014 and held it in 3 quarters. The position peaked at $36K in Q4 2014. 217 funds tracked by Wall St. Rank hold ATHN as of Q1 2015.

Kanaly Trust reported no remaining Athenahealth, Inc. position as of Q1 2015 after selling out during the quarter.
Kanaly Trust sold 250 Athenahealth, Inc. shares in Q1 2015, an estimated $36K.
Kanaly Trust first reported a position in Athenahealth, Inc. in Q2 2014 and held it in 3 quarters.
Kanaly Trust's Athenahealth, Inc. position peaked at $36K in Q4 2014.
217 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q1 2015.

Based on Kanaly Trust's 13F filing for Q1 2015, filed 28 Apr 2015.