CrestPoint Capital Management’s Medidata Solutions, Inc. MDSO Stock Holding History

CrestPoint Capital Management’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 Q4	$450K	Sell	7,100 -8,400	-54%	-$598K	0.25%	128
2017 Q3	$1.21M	Sell	15,500 -2,600	-14%	-$198K	0.54%	63
2017 Q2	$1.42M	Buy	18,100 +5,000	+38%	+$349K	0.66%	50
2017 Q1	$756K	Buy	13,100 +3,400	+35%	+$184K	0.36%	102
2016 Q4	$482K	Buy	9,700 +500	+5%	+$26K	0.24%	138
2016 Q3	$513K	Buy	+9,200	New	+$487K	0.26%	127

Other funds holding MDSO

BlackRock New York $5.72T AUM 30.48% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

CrestPoint Capital Management's MDSO Position: Q4 2017 in Review

CrestPoint Capital Management reduced its Medidata Solutions, Inc. (MDSO) stake by 54% in Q4 2017, selling an estimated $598K and leaving 7,100 shares worth $450K. The position accounts for 0.25% of the portfolio, ranked #128.

CrestPoint Capital Management first reported a position in MDSO in Q3 2016 and has held it in 6 quarters since. The position peaked at $1.42M in Q2 2017. 285 funds tracked by Wall St. Rank hold MDSO as of Q4 2017.

CrestPoint Capital Management held 7,100 shares of Medidata Solutions, Inc. worth $450K as of Q4 2017.
CrestPoint Capital Management sold 8,400 Medidata Solutions, Inc. shares in Q4 2017, an estimated $598K.
Medidata Solutions, Inc. made up 0.25% of CrestPoint Capital Management's portfolio in Q4 2017, its #128 holding.
CrestPoint Capital Management first reported a position in Medidata Solutions, Inc. in Q3 2016 and has held it in 6 quarters since.
CrestPoint Capital Management's Medidata Solutions, Inc. position peaked at $1.42M in Q2 2017.
285 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2017.

Based on CrestPoint Capital Management's 13F filing for Q4 2017, filed 17 Jan 2018.