Boston Private Bank & Trust’s Medidata Solutions, Inc. MDSO Stock Holding History

Boston Private Bank & Trust’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 Q1	$33K	Sell	665 -25	-4%	-$1.16K	﹤0.01%	644
2014 Q4	$33K	Sell	690 -90	-12%	-$3.9K	﹤0.01%	650
2014 Q3	$35K	Sell	780 -25	-3%	-$1.11K	﹤0.01%	658
2014 Q2	$34K	Buy	805 +135	+20%	+$5.61K	﹤0.01%	638
2014 Q1	$36K	Buy	670 +280	+72%	+$17.1K	﹤0.01%	655
2013 Q4	$24K	Buy	390 +100	+34%	+$5.54K	﹤0.01%	714
2013 Q3	$14K	Buy	290 +140	+93%	+$6.17K	﹤0.01%	771
2013 Q2	$6K	Buy	+150	New	+$4.89K	﹤0.01%	840

Other funds holding MDSO

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

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

BFA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

CWAM

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

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

BIT

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

Boston Private Bank & Trust's MDSO Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Medidata Solutions, Inc. (MDSO) stake by 3.6% in Q1 2015, selling an estimated $1.16K and leaving 665 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Boston Private Bank & Trust first reported a position in MDSO in Q2 2013 and has held it in 8 quarters since. The position peaked at $36K in Q1 2014. 188 funds tracked by Wall St. Rank hold MDSO as of Q1 2015.

Boston Private Bank & Trust held 665 shares of Medidata Solutions, Inc. worth $33K as of Q1 2015.
Boston Private Bank & Trust sold 25 Medidata Solutions, Inc. shares in Q1 2015, an estimated $1.16K.
Medidata Solutions, Inc. made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #644 holding.
Boston Private Bank & Trust first reported a position in Medidata Solutions, Inc. in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Medidata Solutions, Inc. position peaked at $36K in Q1 2014.
188 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.