WA
ATHN

WFG Advisors’s Athenahealth, Inc. ATHN Stock Holding History

WFG 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
Q2 		$1K Hold
4
– – ﹤0.01% 1529
2017
Q1 		$0 Hold
4
– – ﹤0.01% 1729
2016
Q4 		$0 Buy
+4
New +$430 ﹤0.01% 1812
2014
Q2 		– Sell
-200
Closed -$32K – 2110
2014
Q1 		$32K Sell
200
-1,500
-88% -$247K 0.01% 1079
2013
Q4 		$229K Buy
+1,700
New +$218K 0.03% 484

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

WFG Advisors's ATHN Position: Q2 2017 in Review

WFG Advisors held its Athenahealth, Inc. (ATHN) position steady in Q2 2017 at 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

WFG Advisors first reported a position in ATHN in Q4 2013 and has held it in 5 quarters since. The position peaked at $229K in Q4 2013. 226 funds tracked by Wall St. Rank hold ATHN as of Q2 2017.

  • WFG Advisors held 4 shares of Athenahealth, Inc. worth $1K as of Q2 2017.
  • WFG Advisors left its Athenahealth, Inc. share count unchanged in Q2 2017.
  • Athenahealth, Inc. made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1529 holding.
  • WFG Advisors first reported a position in Athenahealth, Inc. in Q4 2013 and has held it in 5 quarters since.
  • WFG Advisors's Athenahealth, Inc. position peaked at $229K in Q4 2013.
  • 226 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.