RWG
ATHN

Regal Wealth Group’s Athenahealth, Inc. ATHN Stock Holding History

Regal Wealth Group’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 		– Sell
-27
Closed -$3K – 199
2016
Q3 		$3K Hold
27
– – ﹤0.01% 176
2016
Q2 		$4K Hold
27
– – ﹤0.01% 167
2016
Q1 		$4K Hold
27
– – ﹤0.01% 148
2015
Q4 		$4K Buy
+27
New +$4.17K ﹤0.01% 142

Other funds holding ATHN

Fidelity Investments
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Wealth Group's ATHN Position: Q4 2016 in Review

Regal Wealth Group sold out of Athenahealth, Inc. (ATHN) in Q4 2016, closing a stake of 27 shares — an estimated $3K sold.

Regal Wealth Group first reported a position in ATHN in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q2 2016. 240 funds tracked by Wall St. Rank hold ATHN as of Q4 2016.

  • Regal Wealth Group reported no remaining Athenahealth, Inc. position as of Q4 2016 after selling out during the quarter.
  • Regal Wealth Group sold 27 Athenahealth, Inc. shares in Q4 2016, an estimated $3K.
  • Regal Wealth Group first reported a position in Athenahealth, Inc. in Q4 2015 and held it in 4 quarters.
  • Regal Wealth Group's Athenahealth, Inc. position peaked at $4K in Q2 2016.
  • 240 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2016.

Based on Regal Wealth Group's 13F filing for Q4 2016, filed 9 Aug 2017.