WT
ATHN

Whittier Trust’s Athenahealth, Inc. ATHN Stock Holding History

Whittier Trust’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
-10,917
Closed -$1.75M – 1078
2014
Q1 		$1.75M Hold
10,917
– – 0.09% 179
2013
Q4 		$1.47M Hold
10,917
– – 0.08% 188
2013
Q3 		$1.19M Hold
10,917
– – 0.06% 209
2013
Q2 		$925K Buy
+10,917
New +$977K 0.05% 234

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

Whittier Trust's ATHN Position: Q2 2014 in Review

Whittier Trust sold out of Athenahealth, Inc. (ATHN) in Q2 2014, closing a stake of 10,917 shares — an estimated $1.75M sold.

Whittier Trust first reported a position in ATHN in Q2 2013 and held it in 4 quarters. The position peaked at $1.75M in Q1 2014. 231 funds tracked by Wall St. Rank hold ATHN as of Q2 2014.

  • Whittier Trust reported no remaining Athenahealth, Inc. position as of Q2 2014 after selling out during the quarter.
  • Whittier Trust sold 10,917 Athenahealth, Inc. shares in Q2 2014, an estimated $1.75M.
  • Whittier Trust first reported a position in Athenahealth, Inc. in Q2 2013 and held it in 4 quarters.
  • Whittier Trust's Athenahealth, Inc. position peaked at $1.75M in Q1 2014.
  • 231 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q2 2014.

Based on Whittier Trust's 13F filing for Q2 2014, filed 4 Aug 2014.