TFMS
ATHN

Trust & Fiduciary Management Services’s Athenahealth, Inc. ATHN Stock Holding History

Trust & Fiduciary Management Services’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
2014
Q2 		– Sell
-556
Closed -$89K – 108
2014
Q1 		$89K Sell
556
-255
-31% -$42K 0.05% 50
2013
Q4 		$109K Sell
811
-70
-8% -$8.99K 0.07% 41
2013
Q3 		$96K Sell
881
-24
-3% -$2.6K 0.07% 39
2013
Q2 		$77K Buy
+905
New +$81K 0.05% 39

Other funds holding ATHN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Trust & Fiduciary Management Services's ATHN Position: Q2 2014 in Review

Trust & Fiduciary Management Services sold out of Athenahealth, Inc. (ATHN) in Q2 2014, closing a stake of 556 shares — an estimated $89K sold.

Trust & Fiduciary Management Services first reported a position in ATHN in Q2 2013 and held it in 4 quarters. The position peaked at $109K in Q4 2013. 231 funds tracked by Wall St. Rank hold ATHN as of Q2 2014.

  • Trust & Fiduciary Management Services reported no remaining Athenahealth, Inc. position as of Q2 2014 after selling out during the quarter.
  • Trust & Fiduciary Management Services sold 556 Athenahealth, Inc. shares in Q2 2014, an estimated $89K.
  • Trust & Fiduciary Management Services first reported a position in Athenahealth, Inc. in Q2 2013 and held it in 4 quarters.
  • Trust & Fiduciary Management Services's Athenahealth, Inc. position peaked at $109K in Q4 2013.
  • 231 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q2 2014.

Based on Trust & Fiduciary Management Services's 13F filing for Q2 2014, filed 8 Aug 2014.