MSI Financial Services’s Athenahealth, Inc. ATHN Stock Holding History

MSI Financial Services’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 Q4	$15K	Sell	140 -130	-48%	-$14K	﹤0.01%	2588
2016 Q3	$34K	Sell	270 -195	-42%	-$24.8K	﹤0.01%	2058
2016 Q2	$64K	Sell	465 -167	-26%	-$22.1K	﹤0.01%	1683
2016 Q1	$88K	Buy	632 +100	+19%	+$13.7K	﹤0.01%	1410
2015 Q4	$86K	Buy	532 +496	+1,378%	+$76.6K	﹤0.01%	1375
2015 Q3	$5K	Buy	36 +7	+24%	+$913	﹤0.01%	2449
2015 Q2	$3K	Sell	29 -20	-41%	-$2.39K	﹤0.01%	2704
2015 Q1	$6K	Buy	+49	New	+$6.53K	﹤0.01%	2388

Other funds holding ATHN

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MSI Financial Services's ATHN Position: Q4 2016 in Review

MSI Financial Services reduced its Athenahealth, Inc. (ATHN) stake by 48% in Q4 2016, selling an estimated $14K and leaving 140 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

MSI Financial Services first reported a position in ATHN in Q1 2015 and has held it in 8 quarters since. The position peaked at $88K in Q1 2016. 240 funds tracked by Wall St. Rank hold ATHN as of Q4 2016.

MSI Financial Services held 140 shares of Athenahealth, Inc. worth $15K as of Q4 2016.
MSI Financial Services sold 130 Athenahealth, Inc. shares in Q4 2016, an estimated $14K.
Athenahealth, Inc. made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2588 holding.
MSI Financial Services first reported a position in Athenahealth, Inc. in Q1 2015 and has held it in 8 quarters since.
MSI Financial Services's Athenahealth, Inc. position peaked at $88K in Q1 2016.
240 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.