Apriem Advisors’s Medidata Solutions, Inc. MDSO Stock Holding History

Apriem Advisors’s Portfolio MDSO Stock Details MDSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-150	Closed	-$6K	–	578
2015 Q3	$6K	Hold	150	–	–	﹤0.01%	398
2015 Q2	$8K	Hold	150	–	–	﹤0.01%	442
2015 Q1	$7K	Hold	150	–	–	﹤0.01%	450
2014 Q4	$7K	Sell	150 -300	-67%	-$13K	﹤0.01%	410
2014 Q3	$20K	Buy	450 +140	+45%	+$6.2K	0.01%	305
2014 Q2	$13K	Sell	310 -100	-24%	-$4.15K	0.01%	320
2014 Q1	$22K	Buy	410 +100	+32%	+$6.09K	0.01%	293
2013 Q4	$19K	Buy	310 +200	+182%	+$11.1K	0.01%	295
2013 Q3	$5K	Buy	+110	New	+$4.85K	﹤0.01%	413

Other funds holding MDSO

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Apriem Advisors's MDSO Position: Q4 2015 in Review

Apriem Advisors sold out of Medidata Solutions, Inc. (MDSO) in Q4 2015, closing a stake of 150 shares — an estimated $6K sold.

Apriem Advisors first reported a position in MDSO in Q3 2013 and held it in 9 quarters. The position peaked at $22K in Q1 2014. 194 funds tracked by Wall St. Rank hold MDSO as of Q4 2015.

Apriem Advisors reported no remaining Medidata Solutions, Inc. position as of Q4 2015 after selling out during the quarter.
Apriem Advisors sold 150 Medidata Solutions, Inc. shares in Q4 2015, an estimated $6K.
Apriem Advisors first reported a position in Medidata Solutions, Inc. in Q3 2013 and held it in 9 quarters.
Apriem Advisors's Medidata Solutions, Inc. position peaked at $22K in Q1 2014.
194 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2015.

Based on Apriem Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.