LMCG Investments’s Athenahealth, Inc. ATHN Stock Holding History

LMCG Investments’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 Q3	$25.3M	Buy	189,654 +22,003	+13%	+$2.87M	0.54%	30
2015 Q2	$19.2M	Buy	167,651 +147,095	+716%	+$17.6M	0.41%	66
2015 Q1	$2.46M	Buy	20,556 +13,591	+195%	+$1.81M	0.05%	354
2014 Q4	$1.01M	Sell	6,965 -11,340	-62%	-$1.42M	0.02%	386
2014 Q3	$2.41M	Sell	18,305 -2,235	-11%	-$294K	0.05%	326
2014 Q2	$2.57M	Buy	+20,540	New	+$2.65M	0.06%	328

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

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

JHIU

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

LMCG Investments's ATHN Position: Q3 2015 in Review

LMCG Investments increased its Athenahealth, Inc. (ATHN) stake by 13% in Q3 2015, buying an estimated $2.87M and bringing the position to 189,654 shares worth $25.3M. The position accounts for 0.54% of the portfolio, ranked #30.

LMCG Investments first reported a position in ATHN in Q2 2014 and has held it in 6 quarters since. 214 funds tracked by Wall St. Rank hold ATHN as of Q3 2015.

LMCG Investments held 189,654 shares of Athenahealth, Inc. worth $25.3M as of Q3 2015.
LMCG Investments bought 22,003 Athenahealth, Inc. shares in Q3 2015, an estimated $2.87M.
Athenahealth, Inc. made up 0.54% of LMCG Investments's portfolio in Q3 2015, its #30 holding.
LMCG Investments first reported a position in Athenahealth, Inc. in Q2 2014 and has held it in 6 quarters since.
214 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q3 2015.

Based on LMCG Investments's 13F filing for Q3 2015, filed 4 Nov 2015.