SW
ATHN

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
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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return