Financial Architects (New Jersey)’s Medidata Solutions, Inc. MDSO Stock Holding History

Financial Architects (New Jersey)’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
2018 Q1	–	Sell	-62	Closed	-$4K	–	1655
2017 Q4	$4K	Hold	62	–	–	﹤0.01%	1358
2017 Q3	$5K	Hold	62	–	–	﹤0.01%	1289
2017 Q2	$5K	Buy	62 +3	+5%	+$209	﹤0.01%	1308
2017 Q1	$3K	Hold	59	–	–	﹤0.01%	1413
2016 Q4	$3K	Hold	59	–	–	﹤0.01%	1264
2016 Q3	$3K	Hold	59	–	–	﹤0.01%	1291
2016 Q2	$3K	Sell	59 -400	-87%	-$17.4K	﹤0.01%	1258
2016 Q1	$18K	Buy	+459	New	+$17.8K	0.01%	614
2015 Q3	–	Sell	-7,159	Closed	-$389K	–	1060
2015 Q2	$389K	Sell	7,159 -262	-4%	-$14.1K	0.14%	124
2015 Q1	$364K	Buy	7,421 +5,171	+230%	+$239K	0.14%	120
2014 Q4	$107K	Buy	+2,250	New	+$97.4K	0.05%	240

Other funds holding MDSO

BlackRock New York $6.73T AUM 46.02% 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 $26.9B AUM 34.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Financial Architects (New Jersey)'s MDSO Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Medidata Solutions, Inc. (MDSO) in Q1 2018, closing a stake of 62 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in MDSO in Q4 2014 and held it in 11 quarters. The position peaked at $389K in Q2 2015. 256 funds tracked by Wall St. Rank hold MDSO as of Q1 2018.

Financial Architects (New Jersey) reported no remaining Medidata Solutions, Inc. position as of Q1 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 62 Medidata Solutions, Inc. shares in Q1 2018, an estimated $4K.
Financial Architects (New Jersey) first reported a position in Medidata Solutions, Inc. in Q4 2014 and held it in 11 quarters.
Financial Architects (New Jersey)'s Medidata Solutions, Inc. position peaked at $389K in Q2 2015.
256 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.