Charles Schwab
MDSO

Charles Schwab’s Medidata Solutions, Inc. MDSO Stock Holding History

Charles Schwab’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
-397,963
Closed -$36.4M – 3212
2019
Q3 		$36.4M Buy
397,963
+16,470
+4% +$1.5M 0.02% 767
2019
Q2 		$34.5M Sell
381,493
-105,843
-22% -$9.29M 0.02% 780
2019
Q1 		$35.7M Buy
487,336
+33,818
+7% +$2.44M 0.02% 741
2018
Q4 		$30.6M Buy
453,518
+10,684
+2% +$754K 0.02% 694
2018
Q3 		$32.5M Buy
442,834
+26,486
+6% +$2.12M 0.02% 798
2018
Q2 		$33.5M Buy
416,348
+29,774
+8% +$2.23M 0.02% 708
2018
Q1 		$24.3M Buy
386,574
+39,186
+11% +$2.61M 0.02% 878
2017
Q4 		$22M Buy
347,388
+20,438
+6% +$1.46M 0.02% 919
2017
Q3 		$25.5M Buy
326,950
+90,572
+38% +$6.9M 0.02% 736
2017
Q2 		$18.5M Buy
236,378
+7,651
+3% +$533K 0.02% 907
2017
Q1 		$13.2M Buy
228,727
+10,736
+5% +$580K 0.01% 1110
2016
Q4 		$10.8M Buy
217,991
+11,233
+5% +$583K 0.01% 1192
2016
Q3 		$11.5M Buy
206,758
+16,844
+9% +$893K 0.01% 1056
2016
Q2 		$8.9M Buy
189,914
+3,348
+2% +$146K 0.01% 1163
2016
Q1 		$7.22M Buy
186,566
+7,976
+4% +$310K 0.01% 1268
2015
Q4 		$8.8M Buy
178,590
+8,560
+5% +$377K 0.01% 1109
2015
Q3 		$7.16M Buy
170,030
+7,059
+4% +$359K 0.01% 1207
2015
Q2 		$8.85M Buy
162,971
+7,711
+5% +$414K 0.01% 1140
2015
Q1 		$7.61M Sell
155,260
-9,417
-6% -$436K 0.01% 1198
2014
Q4 		$7.86M Buy
164,677
+6,961
+4% +$301K 0.01% 1072
2014
Q3 		$6.99M Buy
157,716
+3,130
+2% +$139K 0.01% 1090
2014
Q2 		$6.62M Sell
154,586
-584
-0.4% -$24.2K 0.01% 1168
2014
Q1 		$8.43M Buy
155,170
+23,976
+18% +$1.46M 0.02% 930
2013
Q4 		$7.95M Buy
131,194
+6,700
+5% +$371K 0.02% 893
2013
Q3 		$6.25M Buy
124,494
+7,336
+6% +$323K 0.01% 985
2013
Q2 		$4.66M Buy
+117,158
New +$3.82M 0.01% 1119

Other funds holding MDSO

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

Charles Schwab's MDSO Position: Q4 2019 in Review

Charles Schwab sold out of Medidata Solutions, Inc. (MDSO) in Q4 2019, closing a stake of 397,963 shares — an estimated $36.4M sold.

Charles Schwab first reported a position in MDSO in Q2 2013 and held it in 26 quarters. The position peaked at $36.4M in Q3 2019. 1 fund tracked by Wall St. Rank holds MDSO as of Q4 2019.

  • Charles Schwab reported no remaining Medidata Solutions, Inc. position as of Q4 2019 after selling out during the quarter.
  • Charles Schwab sold 397,963 Medidata Solutions, Inc. shares in Q4 2019, an estimated $36.4M.
  • Charles Schwab first reported a position in Medidata Solutions, Inc. in Q2 2013 and held it in 26 quarters.
  • Charles Schwab's Medidata Solutions, Inc. position peaked at $36.4M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2019.

Based on Charles Schwab's 13F filing for Q4 2019, filed 7 Feb 2020.