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

CAPTRUST Financial 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
2019 Q4	–	Sell	-30	Closed	-$3K	–	2041
2019 Q3	$3K	Buy	+30	New	+$2.74K	﹤0.01%	1769
2019 Q2	–	Sell	-1,543	Closed	-$113K	–	2057
2019 Q1	$113K	Buy	1,543 +812	+111%	+$58.6K	﹤0.01%	658
2018 Q4	$49K	Sell	731 -4	-0.5%	-$282	﹤0.01%	790
2018 Q3	$54K	Sell	735 -24	-3%	-$1.92K	﹤0.01%	758
2018 Q2	$61K	Buy	759 +28	+4%	+$2.1K	﹤0.01%	633
2018 Q1	$45K	Sell	731 -53	-7%	-$3.53K	﹤0.01%	634
2017 Q4	$50K	Buy	+784	New	+$55.9K	﹤0.01%	594

Other funds holding MDSO

WBC

Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

CAPTRUST Financial Advisors's MDSO Position: Q4 2019 in Review

CAPTRUST Financial Advisors sold out of Medidata Solutions, Inc. (MDSO) in Q4 2019, closing a stake of 30 shares — an estimated $3K sold.

CAPTRUST Financial Advisors first reported a position in MDSO in Q4 2017 and held it in 7 quarters. The position peaked at $113K in Q1 2019. 1 fund tracked by Wall St. Rank holds MDSO as of Q4 2019.

CAPTRUST Financial Advisors reported no remaining Medidata Solutions, Inc. position as of Q4 2019 after selling out during the quarter.
CAPTRUST Financial Advisors sold 30 Medidata Solutions, Inc. shares in Q4 2019, an estimated $3K.
CAPTRUST Financial Advisors first reported a position in Medidata Solutions, Inc. in Q4 2017 and held it in 7 quarters.
CAPTRUST Financial Advisors's Medidata Solutions, Inc. position peaked at $113K in Q1 2019.
1 fund tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2019.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.