WCA
ATHN

Westover Capital Advisors’s Athenahealth, Inc. ATHN Stock Holding History

Westover Capital 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
2017
Q4 		– Sell
-2,799
Closed -$348K – 130
2017
Q3 		$348K Sell
2,799
-601
-18% -$82.8K 0.2% 92
2017
Q2 		$478K Buy
+3,400
New +$425K 0.31% 68

Other funds holding ATHN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Westover Capital Advisors's ATHN Position: Q4 2017 in Review

Westover Capital Advisors sold out of Athenahealth, Inc. (ATHN) in Q4 2017, closing a stake of 2,799 shares — an estimated $348K sold.

Westover Capital Advisors first reported a position in ATHN in Q2 2017 and held it in 2 quarters. The position peaked at $478K in Q2 2017. 235 funds tracked by Wall St. Rank hold ATHN as of Q4 2017.

  • Westover Capital Advisors reported no remaining Athenahealth, Inc. position as of Q4 2017 after selling out during the quarter.
  • Westover Capital Advisors sold 2,799 Athenahealth, Inc. shares in Q4 2017, an estimated $348K.
  • Westover Capital Advisors first reported a position in Athenahealth, Inc. in Q2 2017 and held it in 2 quarters.
  • Westover Capital Advisors's Athenahealth, Inc. position peaked at $478K in Q2 2017.
  • 235 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2017.

Based on Westover Capital Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.