Steward Partners Investment Advisory’s Athenahealth, Inc. ATHN Stock Holding History

Steward Partners Investment Advisory’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
2018 Q4	–	Sell	-201	Closed	-$27K	–	2552
2018 Q3	$27K	Buy	201 +21	+12%	+$3.15K	﹤0.01%	1436
2018 Q2	$29K	Hold	180	–	–	﹤0.01%	1322
2018 Q1	$25K	Hold	180	–	–	﹤0.01%	1254
2017 Q4	$23K	Buy	180 +50	+38%	+$6.39K	﹤0.01%	1076
2017 Q3	$16K	Sell	130 -30	-19%	-$4.13K	﹤0.01%	1008
2017 Q2	$22K	Hold	160	–	–	﹤0.01%	839
2017 Q1	$18K	Buy	160 +111	+227%	+$12.9K	﹤0.01%	796
2016 Q4	$5K	Buy	+49	New	+$5.27K	﹤0.01%	673

Other funds holding ATHN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Steward Partners Investment Advisory's ATHN Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Athenahealth, Inc. (ATHN) in Q4 2018, closing a stake of 201 shares — an estimated $27K sold.

Steward Partners Investment Advisory first reported a position in ATHN in Q4 2016 and held it in 8 quarters. The position peaked at $29K in Q2 2018. 263 funds tracked by Wall St. Rank hold ATHN as of Q4 2018.

Steward Partners Investment Advisory reported no remaining Athenahealth, Inc. position as of Q4 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 201 Athenahealth, Inc. shares in Q4 2018, an estimated $27K.
Steward Partners Investment Advisory first reported a position in Athenahealth, Inc. in Q4 2016 and held it in 8 quarters.
Steward Partners Investment Advisory's Athenahealth, Inc. position peaked at $29K in Q2 2018.
263 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.