PAS
ATHN

Partnervest Advisory Services’s Athenahealth, Inc. ATHN Stock Holding History

Partnervest Advisory 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
2013
Q4 		– Sell
-570
Closed -$62K – 1120
2013
Q3 		$62K Buy
570
+15
+3% +$1.62K 0.03% 247
2013
Q2 		$47K Buy
+555
New +$49.7K 0.02% 251

Other funds holding ATHN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Partnervest Advisory Services's ATHN Position: Q4 2013 in Review

Partnervest Advisory Services sold out of Athenahealth, Inc. (ATHN) in Q4 2013, closing a stake of 570 shares — an estimated $62K sold.

Partnervest Advisory Services first reported a position in ATHN in Q2 2013 and held it in 2 quarters. The position peaked at $62K in Q3 2013. 210 funds tracked by Wall St. Rank hold ATHN as of Q4 2013.

  • Partnervest Advisory Services reported no remaining Athenahealth, Inc. position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 570 Athenahealth, Inc. shares in Q4 2013, an estimated $62K.
  • Partnervest Advisory Services first reported a position in Athenahealth, Inc. in Q2 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's Athenahealth, Inc. position peaked at $62K in Q3 2013.
  • 210 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.