Mackenzie Financial
ATHN

Mackenzie Financial’s Athenahealth, Inc. ATHN Stock Holding History

Mackenzie Financial’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
-3,611
Closed -$482K – 1292
2018
Q3 		$482K Buy
3,611
+1,230
+52% +$184K ﹤0.01% 887
2018
Q2 		$379K Buy
2,381
+284
+14% +$42.1K ﹤0.01% 846
2018
Q1 		$300K Buy
+2,097
New +$287K ﹤0.01% 811

Other funds holding ATHN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Mackenzie Financial's ATHN Position: Q4 2018 in Review

Mackenzie Financial sold out of Athenahealth, Inc. (ATHN) in Q4 2018, closing a stake of 3,611 shares — an estimated $482K sold.

Mackenzie Financial first reported a position in ATHN in Q1 2018 and held it in 3 quarters. The position peaked at $482K in Q3 2018. 263 funds tracked by Wall St. Rank hold ATHN as of Q4 2018.

  • Mackenzie Financial reported no remaining Athenahealth, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mackenzie Financial sold 3,611 Athenahealth, Inc. shares in Q4 2018, an estimated $482K.
  • Mackenzie Financial first reported a position in Athenahealth, Inc. in Q1 2018 and held it in 3 quarters.
  • Mackenzie Financial's Athenahealth, Inc. position peaked at $482K in Q3 2018.
  • 263 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2018.

Based on Mackenzie Financial's 13F filing for Q4 2018, filed 6 Feb 2019.