Sequoia Financial Advisors’s Athenahealth, Inc. ATHN Stock Holding History

Sequoia Financial Advisors’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	-1,623	Closed	-$236K	–	193
2014 Q4	$236K	Hold	1,623	–	–	0.16%	131
2014 Q3	$214K	Buy	+1,623	New	+$214K	0.15%	150
2014 Q2	–	Sell	-1,341	Closed	-$215K	–	180
2014 Q1	$215K	Sell	1,341 -179	-12%	-$29.5K	0.18%	143
2013 Q4	$204K	Buy	+1,520	New	+$195K	0.17%	142

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

Sequoia Financial Advisors's ATHN Position: Q1 2015 in Review

Sequoia Financial Advisors sold out of Athenahealth, Inc. (ATHN) in Q1 2015, closing a stake of 1,623 shares — an estimated $236K sold.

Sequoia Financial Advisors first reported a position in ATHN in Q4 2013 and held it in 4 quarters. The position peaked at $236K in Q4 2014. 217 funds tracked by Wall St. Rank hold ATHN as of Q1 2015.

Sequoia Financial Advisors reported no remaining Athenahealth, Inc. position as of Q1 2015 after selling out during the quarter.
Sequoia Financial Advisors sold 1,623 Athenahealth, Inc. shares in Q1 2015, an estimated $236K.
Sequoia Financial Advisors first reported a position in Athenahealth, Inc. in Q4 2013 and held it in 4 quarters.
Sequoia Financial Advisors's Athenahealth, Inc. position peaked at $236K in Q4 2014.
217 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q1 2015.

Based on Sequoia Financial Advisors's 13F filing for Q1 2015, filed 5 May 2015.