Tompkins Financial’s Athenahealth, Inc. ATHN Stock Holding History

Tompkins Financial’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	-333	Closed	-$44K	–	436
2018 Q3	$44K	Sell	333 -53	-14%	-$7.94K	0.01%	261
2018 Q2	$61K	Hold	386	–	–	0.01%	238
2018 Q1	$55K	Hold	386	–	–	0.01%	241
2017 Q4	$51K	Hold	386	–	–	0.01%	225
2017 Q3	$48K	Hold	386	–	–	0.01%	226
2017 Q2	$54K	Hold	386	–	–	0.01%	215
2017 Q1	$43K	Buy	386 +15	+4%	+$1.75K	0.01%	235
2016 Q4	$39K	Buy	371 +64	+21%	+$6.88K	0.01%	233
2016 Q3	$39K	Hold	307	–	–	0.01%	231
2016 Q2	$42K	Hold	307	–	–	0.01%	268
2016 Q1	$43K	Hold	307	–	–	0.01%	258
2015 Q4	$49K	Hold	307	–	–	0.02%	285
2015 Q3	$41K	Hold	307	–	–	0.01%	294
2015 Q2	$35K	Sell	307 -90	-23%	-$10.8K	0.01%	322
2015 Q1	$47K	Sell	397 -10	-2%	-$1.33K	0.01%	298
2014 Q4	$59K	Hold	407	–	–	0.01%	252
2014 Q3	$54K	Buy	407 +73	+22%	+$9.62K	0.01%	260
2014 Q2	$42K	Sell	334 -126	-27%	-$16.3K	0.01%	299
2014 Q1	$74K	Hold	460	–	–	0.02%	214
2013 Q4	$62K	Buy	460 +55	+14%	+$7.07K	0.02%	242
2013 Q3	$44K	Hold	405	–	–	0.01%	270
2013 Q2	$34K	Buy	+405	New	+$36.2K	0.01%	294

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

Tompkins Financial's ATHN Position: Q4 2018 in Review

Tompkins Financial sold out of Athenahealth, Inc. (ATHN) in Q4 2018, closing a stake of 333 shares — an estimated $44K sold.

Tompkins Financial first reported a position in ATHN in Q2 2013 and held it in 22 quarters. The position peaked at $74K in Q1 2014. 263 funds tracked by Wall St. Rank hold ATHN as of Q4 2018.

Tompkins Financial reported no remaining Athenahealth, Inc. position as of Q4 2018 after selling out during the quarter.
Tompkins Financial sold 333 Athenahealth, Inc. shares in Q4 2018, an estimated $44K.
Tompkins Financial first reported a position in Athenahealth, Inc. in Q2 2013 and held it in 22 quarters.
Tompkins Financial's Athenahealth, Inc. position peaked at $74K in Q1 2014.
263 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2018.

Based on Tompkins Financial's 13F filing for Q4 2018, filed 22 Jan 2019.