IWP
MDSO

Icon Wealth Partners’s Medidata Solutions, Inc. MDSO Stock Holding History

Icon Wealth Partners’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
-187
Closed -$12K – 823
2017
Q4 		$12K Buy
+187
New +$13.3K 0.01% 691

Other funds holding MDSO

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Icon Wealth Partners's MDSO Position: Q1 2018 in Review

Icon Wealth Partners sold out of Medidata Solutions, Inc. (MDSO) in Q1 2018, closing a stake of 187 shares — an estimated $12K sold.

Icon Wealth Partners first reported a position in MDSO in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 256 funds tracked by Wall St. Rank hold MDSO as of Q1 2018.

  • Icon Wealth Partners reported no remaining Medidata Solutions, Inc. position as of Q1 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 187 Medidata Solutions, Inc. shares in Q1 2018, an estimated $12K.
  • Icon Wealth Partners first reported a position in Medidata Solutions, Inc. in Q4 2017 and held it in 1 quarter.
  • Icon Wealth Partners's Medidata Solutions, Inc. position peaked at $12K in Q4 2017.
  • 256 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.