PP
ATHN

Patten & Patten’s Athenahealth, Inc. ATHN Stock Holding History

Patten & Patten’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
Q2 		– Sell
-3,000
Closed -$416K – 216
2016
Q1 		$416K Buy
3,000
+600
+25% +$82.3K 0.06% 160
2015
Q4 		$386K Buy
+2,400
New +$371K 0.05% 169

Other funds holding ATHN

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

Patten & Patten's ATHN Position: Q2 2016 in Review

Patten & Patten sold out of Athenahealth, Inc. (ATHN) in Q2 2016, closing a stake of 3,000 shares — an estimated $416K sold.

Patten & Patten first reported a position in ATHN in Q4 2015 and held it in 2 quarters. The position peaked at $416K in Q1 2016. 239 funds tracked by Wall St. Rank hold ATHN as of Q2 2016.

  • Patten & Patten reported no remaining Athenahealth, Inc. position as of Q2 2016 after selling out during the quarter.
  • Patten & Patten sold 3,000 Athenahealth, Inc. shares in Q2 2016, an estimated $416K.
  • Patten & Patten first reported a position in Athenahealth, Inc. in Q4 2015 and held it in 2 quarters.
  • Patten & Patten's Athenahealth, Inc. position peaked at $416K in Q1 2016.
  • 239 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q2 2016.

Based on Patten & Patten's 13F filing for Q2 2016, filed 7 Jul 2016.