WA
ATHN

Winfield Associates’s Athenahealth, Inc. ATHN Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-10
Closed -$2K – 777
2017
Q4 		$2K Buy
10
+5
+100% +$639 ﹤0.01% 716
2017
Q3 		$1K Hold
5
– – ﹤0.01% 764
2017
Q2 		$1K Hold
5
– – ﹤0.01% 848
2017
Q1 		$1K Hold
5
– – ﹤0.01% 728
2016
Q4 		$1K Buy
+5
New +$537 ﹤0.01% 704

Other funds holding ATHN

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Winfield Associates's ATHN Position: Q1 2018 in Review

Winfield Associates sold out of Athenahealth, Inc. (ATHN) in Q1 2018, closing a stake of 10 shares — an estimated $2K sold.

Winfield Associates first reported a position in ATHN in Q4 2016 and held it in 5 quarters. The position peaked at $2K in Q4 2017. 259 funds tracked by Wall St. Rank hold ATHN as of Q1 2018.

  • Winfield Associates reported no remaining Athenahealth, Inc. position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 10 Athenahealth, Inc. shares in Q1 2018, an estimated $2K.
  • Winfield Associates first reported a position in Athenahealth, Inc. in Q4 2016 and held it in 5 quarters.
  • Winfield Associates's Athenahealth, Inc. position peaked at $2K in Q4 2017.
  • 259 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.