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

Creative Planning’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
2017 Q3	–	Sell	-54	Closed	-$4K	–	4268
2017 Q2	$4K	Sell	54 -71	-57%	-$4.95K	﹤0.01%	4133
2017 Q1	$7K	Buy	125 +71	+131%	+$3.84K	﹤0.01%	3827
2016 Q4	$3K	Buy	54 +4	+8%	+$208	﹤0.01%	4204
2016 Q3	$3K	Sell	50 -30	-38%	-$1.59K	﹤0.01%	4166
2016 Q2	$4K	Buy	80 +50	+167%	+$2.18K	﹤0.01%	3811
2016 Q1	$1K	Sell	30 -30	-50%	-$1.17K	﹤0.01%	4220
2015 Q4	$3K	Buy	60 +30	+100%	+$1.32K	﹤0.01%	3952
2015 Q3	$1K	Buy	+30	New	+$1.52K	﹤0.01%	4203
2014 Q4	–	Sell	-320	Closed	-$14K	–	4429
2014 Q3	$14K	Buy	+320	New	+$14.2K	﹤0.01%	2763
2013 Q4	–	Sell	-246	Closed	-$12K	–	3542
2013 Q3	$12K	Buy	246 +10	+4%	+$441	﹤0.01%	2374
2013 Q2	$9K	Buy	+236	New	+$7.69K	﹤0.01%	2331

Other funds holding MDSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's MDSO Position: Q3 2017 in Review

Creative Planning sold out of Medidata Solutions, Inc. (MDSO) in Q3 2017, closing a stake of 54 shares — an estimated $4K sold.

Creative Planning first reported a position in MDSO in Q2 2013 and held it in 11 quarters. The position peaked at $14K in Q3 2014. 249 funds tracked by Wall St. Rank hold MDSO as of Q3 2017.

Creative Planning reported no remaining Medidata Solutions, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 54 Medidata Solutions, Inc. shares in Q3 2017, an estimated $4K.
Creative Planning first reported a position in Medidata Solutions, Inc. in Q2 2013 and held it in 11 quarters.
Creative Planning's Medidata Solutions, Inc. position peaked at $14K in Q3 2014.
249 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.