Nelson Capital Management’s Athenahealth, Inc. ATHN Stock Holding History

Nelson Capital Management’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	-77	Closed	-$11K	–	313
2014 Q4	$11K	Hold	77	–	–	﹤0.01%	225
2014 Q3	$10K	Buy	+77	New	+$10.1K	﹤0.01%	241

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

Nelson Capital Management's ATHN Position: Q1 2015 in Review

Nelson Capital Management sold out of Athenahealth, Inc. (ATHN) in Q1 2015, closing a stake of 77 shares — an estimated $11K sold.

Nelson Capital Management first reported a position in ATHN in Q3 2014 and held it in 2 quarters. The position peaked at $11K in Q4 2014. 217 funds tracked by Wall St. Rank hold ATHN as of Q1 2015.

Nelson Capital Management reported no remaining Athenahealth, Inc. position as of Q1 2015 after selling out during the quarter.
Nelson Capital Management sold 77 Athenahealth, Inc. shares in Q1 2015, an estimated $11K.
Nelson Capital Management first reported a position in Athenahealth, Inc. in Q3 2014 and held it in 2 quarters.
Nelson Capital Management's Athenahealth, Inc. position peaked at $11K in Q4 2014.
217 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q1 2015.

Based on Nelson Capital Management's 13F filing for Q1 2015, filed 12 May 2015.