U
ATHN

UBS’s Athenahealth, Inc. ATHN Stock Holding History

UBS’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
Q3 		$672K Sell
5,100
-1,000
-16% -$132K ﹤0.01% 3994
2014
Q2 		$763K Buy
6,100
+3,400
+126% +$439K ﹤0.01% 3814
2014
Q1 		$433K Buy
2,700
+100
+4% +$16.5K ﹤0.01% 4388
2013
Q4 		$350K Buy
2,600
+100
+4% +$12.8K ﹤0.01% 4690
2013
Q3 		$271K Sell
2,500
-8,600
-77% -$930K ﹤0.01% 4825
2013
Q2 		$940K Buy
+11,100
New +$993K ﹤0.01% 3413

Other funds holding ATHN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
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

UBS's ATHN Position: Q3 2014 in Review

UBS reduced its Athenahealth, Inc. (ATHN) stake by 95% in Q3 2014, selling an estimated $2.63M and leaving 1,044 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #5600.

UBS first reported a position in ATHN in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.63M in Q2 2014. 212 funds tracked by Wall St. Rank hold ATHN as of Q3 2014.

  • UBS held 1,044 shares of Athenahealth, Inc. worth $137K as of Q3 2014.
  • UBS sold 19,942 Athenahealth, Inc. shares in Q3 2014, an estimated $2.63M.
  • Athenahealth, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5600 holding.
  • UBS first reported a position in Athenahealth, Inc. in Q2 2013 and has held it in 4 quarters since.
  • UBS's Athenahealth, Inc. position peaked at $2.63M in Q2 2014.
  • 212 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.