STA
ATHN

Summit Trail Advisors’s Athenahealth, Inc. ATHN Stock Holding History

Summit Trail 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
2018
Q3 		– Sell
-585
Closed -$93K – 512
2018
Q2 		$93K Buy
+585
New +$86.8K 0.03% 226
2018
Q1 		– Sell
-760
Closed -$98K – 2039
2017
Q4 		$98K Buy
+760
New +$97.1K 0.01% 638

Other funds holding ATHN

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Summit Trail Advisors's ATHN Position: Q3 2018 in Review

Summit Trail Advisors sold out of Athenahealth, Inc. (ATHN) in Q3 2018, closing a stake of 585 shares — an estimated $93K sold.

Summit Trail Advisors first reported a position in ATHN in Q4 2017 and held it in 2 quarters. The position peaked at $98K in Q4 2017. 276 funds tracked by Wall St. Rank hold ATHN as of Q3 2018.

  • Summit Trail Advisors reported no remaining Athenahealth, Inc. position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 585 Athenahealth, Inc. shares in Q3 2018, an estimated $93K.
  • Summit Trail Advisors first reported a position in Athenahealth, Inc. in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Athenahealth, Inc. position peaked at $98K in Q4 2017.
  • 276 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.