FineMark National Bank & Trust’s Medidata Solutions, Inc. MDSO Stock Holding History

FineMark National Bank & Trust’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 Q1	–	Sell	-1,648	Closed	-$82K	–	1151
2016 Q4	$82K	Hold	1,648	–	–	0.01%	520
2016 Q3	$92K	Buy	1,648 +968	+142%	+$51.3K	0.01%	478
2016 Q2	$31K	Buy	680 +231	+51%	+$10.1K	﹤0.01%	728
2016 Q1	$17K	Hold	449	–	–	﹤0.01%	811
2015 Q4	$22K	Hold	449	–	–	﹤0.01%	809
2015 Q3	$19K	Hold	449	–	–	﹤0.01%	863
2015 Q2	$24K	Buy	449 +24	+6%	+$1.29K	﹤0.01%	845
2015 Q1	$21K	Buy	425 +409	+2,556%	+$18.9K	﹤0.01%	882
2014 Q4	$1K	Hold	16	–	–	﹤0.01%	1378
2014 Q3	$1K	Sell	16 -11	-41%	-$487	﹤0.01%	1355
2014 Q2	$1K	Buy	+27	New	+$1.12K	﹤0.01%	1370

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

CIP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

FineMark National Bank & Trust's MDSO Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Medidata Solutions, Inc. (MDSO) in Q1 2017, closing a stake of 1,648 shares — an estimated $82K sold.

FineMark National Bank & Trust first reported a position in MDSO in Q2 2014 and held it in 11 quarters. The position peaked at $92K in Q3 2016. 237 funds tracked by Wall St. Rank hold MDSO as of Q1 2017.

FineMark National Bank & Trust reported no remaining Medidata Solutions, Inc. position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 1,648 Medidata Solutions, Inc. shares in Q1 2017, an estimated $82K.
FineMark National Bank & Trust first reported a position in Medidata Solutions, Inc. in Q2 2014 and held it in 11 quarters.
FineMark National Bank & Trust's Medidata Solutions, Inc. position peaked at $92K in Q3 2016.
237 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.