SVB Wealth’s Athenahealth, Inc. ATHN Stock Holding History

SVB Wealth’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 Q2	–	Sell	-1,627	Closed	-$233K	–	465
2018 Q1	$233K	Hold	1,627	–	–	0.01%	404
2017 Q4	$216K	Hold	1,627	–	–	0.01%	447
2017 Q3	$202K	Hold	1,627	–	–	0.01%	440
2017 Q2	$229K	Buy	+1,627	New	+$203K	0.01%	439
2016 Q4	–	Sell	-1,827	Closed	-$230K	–	524
2016 Q3	$230K	Buy	1,827 +200	+12%	+$25.4K	0.01%	481
2016 Q2	$225K	Hold	1,627	–	–	0.01%	468
2016 Q1	$226K	Hold	1,627	–	–	0.01%	477
2015 Q4	$262K	Hold	1,627	–	–	0.01%	477
2015 Q3	$217K	Buy	+1,627	New	+$212K	0.01%	509
2015 Q1	–	Sell	-1,627	Closed	-$237K	–	573
2014 Q4	$237K	Buy	+1,627	New	+$204K	0.01%	501

Other funds holding ATHN

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SVB Wealth's ATHN Position: Q2 2018 in Review

SVB Wealth sold out of Athenahealth, Inc. (ATHN) in Q2 2018, closing a stake of 1,627 shares — an estimated $233K sold.

SVB Wealth first reported a position in ATHN in Q4 2014 and held it in 10 quarters. The position peaked at $262K in Q4 2015. 275 funds tracked by Wall St. Rank hold ATHN as of Q2 2018.

SVB Wealth reported no remaining Athenahealth, Inc. position as of Q2 2018 after selling out during the quarter.
SVB Wealth sold 1,627 Athenahealth, Inc. shares in Q2 2018, an estimated $233K.
SVB Wealth first reported a position in Athenahealth, Inc. in Q4 2014 and held it in 10 quarters.
SVB Wealth's Athenahealth, Inc. position peaked at $262K in Q4 2015.
275 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q2 2018.

Based on SVB Wealth's 13F filing for Q2 2018, filed 14 Aug 2018.