TRUE Private Wealth Advisors’s Athenahealth, Inc. ATHN Stock Holding History

TRUE Private Wealth 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	-12,893	Closed	-$2.05M	–	1105
2018 Q2	$2.05M	Buy	12,893 +10,608	+464%	+$1.57M	0.32%	60
2018 Q1	$326K	Buy	+2,285	New	+$312K	0.06%	174

Other funds holding ATHN

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

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

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TRUE Private Wealth Advisors's ATHN Position: Q3 2018 in Review

TRUE Private Wealth Advisors sold out of Athenahealth, Inc. (ATHN) in Q3 2018, closing a stake of 12,893 shares — an estimated $2.05M sold.

TRUE Private Wealth Advisors first reported a position in ATHN in Q1 2018 and held it in 2 quarters. The position peaked at $2.05M in Q2 2018. 276 funds tracked by Wall St. Rank hold ATHN as of Q3 2018.

TRUE Private Wealth Advisors reported no remaining Athenahealth, Inc. position as of Q3 2018 after selling out during the quarter.
TRUE Private Wealth Advisors sold 12,893 Athenahealth, Inc. shares in Q3 2018, an estimated $2.05M.
TRUE Private Wealth Advisors first reported a position in Athenahealth, Inc. in Q1 2018 and held it in 2 quarters.
TRUE Private Wealth Advisors's Athenahealth, Inc. position peaked at $2.05M in Q2 2018.
276 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q3 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.