Tocqueville Asset Management’s Athenahealth, Inc. ATHN Stock Holding History

Tocqueville Asset Management’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
2016 Q3	–	Sell	-1,500	Closed	-$207K	–	867
2016 Q2	$207K	Sell	1,500 -1,500	-50%	-$198K	﹤0.01%	791
2016 Q1	$416K	Hold	3,000	–	–	0.01%	669
2015 Q4	$483K	Buy	3,000 +500	+20%	+$77.2K	0.01%	667
2015 Q3	$333K	Buy	+2,500	New	+$326K	﹤0.01%	787
2014 Q3	–	Sell	-1,100	Closed	-$138K	–	1419
2014 Q2	$138K	Sell	1,100 -1,600	-59%	-$207K	﹤0.01%	1071
2014 Q1	$433K	Hold	2,700	–	–	0.01%	607
2013 Q4	$363K	Hold	2,700	–	–	﹤0.01%	661
2013 Q3	$293K	Hold	2,700	–	–	﹤0.01%	777
2013 Q2	$229K	Buy	+2,700	New	+$242K	﹤0.01%	849

Other funds holding ATHN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Tocqueville Asset Management's ATHN Position: Q3 2016 in Review

Tocqueville Asset Management sold out of Athenahealth, Inc. (ATHN) in Q3 2016, closing a stake of 1,500 shares — an estimated $207K sold.

Tocqueville Asset Management first reported a position in ATHN in Q2 2013 and held it in 9 quarters. The position peaked at $483K in Q4 2015. 220 funds tracked by Wall St. Rank hold ATHN as of Q3 2016.

Tocqueville Asset Management reported no remaining Athenahealth, Inc. position as of Q3 2016 after selling out during the quarter.
Tocqueville Asset Management sold 1,500 Athenahealth, Inc. shares in Q3 2016, an estimated $207K.
Tocqueville Asset Management first reported a position in Athenahealth, Inc. in Q2 2013 and held it in 9 quarters.
Tocqueville Asset Management's Athenahealth, Inc. position peaked at $483K in Q4 2015.
220 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q3 2016.

Based on Tocqueville Asset Management's 13F filing for Q3 2016, filed 31 Oct 2016.