APP
MDSO

Avantax Planning Partners’s Medidata Solutions, Inc. MDSO Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-65
Closed -$5K – 1402
2018
Q3 		$5K Buy
+65
New +$5.2K ﹤0.01% 1129
2018
Q2 		– Sell
-98
Closed -$6K – 1755
2018
Q1 		$6K Buy
+98
New +$6.52K ﹤0.01% 1290

Other funds holding MDSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's MDSO Position: Q4 2018 in Review

Avantax Planning Partners sold out of Medidata Solutions, Inc. (MDSO) in Q4 2018, closing a stake of 65 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in MDSO in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 283 funds tracked by Wall St. Rank hold MDSO as of Q4 2018.

  • Avantax Planning Partners reported no remaining Medidata Solutions, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 65 Medidata Solutions, Inc. shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Medidata Solutions, Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Medidata Solutions, Inc. position peaked at $6K in Q1 2018.
  • 283 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.